Andres Escobedo
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Advisor Information
Office location
3200 N. Central Ave. Suite 200, Phoenix, AZ, 85012
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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 ActivitiesSells Insurance
Andres sells fixed, variable, long-term care, and Medicare insurance products, dedicating about 10-20% of his time to this activity. He also works as an Investment Advisor Representative (IAR) for PFG Advisors, spending about a quarter of his time managing advisory clients, and owns a rental property in Tucson, which requires minimal time.