AB

Andrew Murray Buchanan

5 Years of Experience

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

2424 Harrodsburg Road, Suite 207, Lexington, KY, 40503

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Regulatory 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.

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Other Business Activities

Andrew works full-time as a Registered Investment Advisor (RIA) at AssuredPartners Investment Advisors, LLC. He dedicates nearly full-time hours during trading hours.

Employment History
Current Registrations
Private Client Services, LLC Broker
July 2024 - Present · 1 yr 6 mos
Assuredpartners Investment Advisors
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2023 - June 2024 · 1 yr 2 mos
Kestra Investment Services, LLCBroker
February 2023 - June 2024 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Fidelity Brokerage Services LLCBroker
April 2016 - January 2019 · 2 yrs 9 mos
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.