Andrew Kofman (CRD# 2509350) is an Investment Advisor Representative working at Avantax Advisory Services in Sharon, MA and has over 29 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Sharon, MA | Sep 2020 - Current | 3 |
| Avantax Advisory Services | Sharon, MA | Sep 2020 - Current | 3 |
| Andrew T. Kofman, Cpa Pc | Sharon, MA | Jan 2014 - Current | 10 |
| Andrew T. Kofman, Cpa, P.c. | Sharon, MD | Jan 2014 - Jan 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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