Andy Andrews, CFP ®

Financial Planner at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Series 24
    FINRA
    Dec, 2018
    - Nov, 2024
  • Certified Financial Planner
    CFP Board
    Mar, 2018
    - Nov, 2024
  • Series 66
    FINRA
    Jul, 2014
    - Nov, 2024
  • Life & Disability Producer
    Various States
    Jun, 2014
    - Nov, 2024
  • Series 7
    FINRA
    Apr, 2014
    - Nov, 2024

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Dec 2022 - Present

      Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. Offering securities to residents of FL, CO, LA, PA, TX, WA. CRN-5505454-031023 Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. Offering securities to residents of FL, CO, LA, PA, TX, WA. CRN-5505454-031023

  • Andy's Automotive & Truck Services
    • United States
    • Motor Vehicle Manufacturing
    • Co-Founder
      • Jun 2021 - Present

  • First Command Financial Services, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Principal, & Back Office
      • Mar 2014 - Dec 2022

  • Army National Guard
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Military Intelligence Analyst
      • Aug 2014 - Aug 2017

  • US Army
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Military Intelligence Analyst
      • Mar 2008 - Aug 2014

Education

  • Florida State University
    Master of Business Administration - MBA
    2022 -
  • Excelsior College
    Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
    2011 - 2014

Community

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