AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Fee Structure
Financial Planning:Investment management only
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Investment Management
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Advisor Information
Office location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is an Investment Advisor Representative (IAR) with Townsend, dedicating nearly full-time hours to investment advisory services.
Employment History
Current Registrations
Private Client Services, LLC Broker
July 2025 - Present · 6 mos
Townsend
January 2015 - Present · 11 yrs
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
April 2015 - June 2024 · 9 yrs 2 mos
Securities America Advisors, INC.
January 2015 - April 2015 · 3 mos
Securities America, INC.Broker
September 2014 - April 2015 · 7 mos
State Registrations11 states
AZCOFLNDNEOHORTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.