Andrew Evans Harrell

Current Employers

Employment History

• 08/2014 → 05/2018
  Coastal Carolina University
  Conway, SC
• 06/2012 → 09/2016
  Chick-Fil-A
  Forest Hill, MD
• 07/2019 → Present
  Kestra Advisory Services, Llc
  Timonium, MD
• 05/2018 → Present
  Kestra Investment Services, Llc
  Timonium, MD

Other Businesses

Name: BFG FINANCIAL ADVISORS A DIVISION OF BROTMAN FINANCIAL GROUP POSITION: Associate NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/24/2021 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Attend client meetings, participate in year-end calls, wrap-up client meetings, prepare for client meetings, handle client phone calls. Attend strategy meetings, conferences, and workshops. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/24/2021 ADDRESS: 5707 Southwest Parkway, Building 2 #400, Austin TX 78735, United States DESCRIPTION: Attend client meetings, participate in year-end calls, wrap-up client meetings, prepare for client meetings, and handle client phone calls. Attending various strategy meetings, conferences, and workshops. Name: FPA OF MARYLAND BOARD OF DIRECTORS POSITION: Board of Directors NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: P.O. Box 20370, Towson MD 21284, United States DESCRIPTION: Participate in monthly meetings on behalf of the organization. Involvement with the NextGen committee which determines ways to enhance the future generations of the industry and provides opportunities for growth, education, and networking for young professionals and students seeking a career in this field. Also promoting the mission and vision for local and national FPA chapters. Name: BROTMAN FINANCIAL GROUP POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/16/2018 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities including client meetings, e-mails, phone calls, and training staff members. Name: BFG FINANCIAL ADVISORS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities which include client meetings, e-mails, phone calls, and training other staff members. Name: BROTMAN FINANCIAL GROUP POSITION: Advisor & Shareholder NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 05/16/2018 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities which include client meetings, e-mails, phone calls, and training other staff members. Name: BFG FINANCIAL ADVISORS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities which include client meetings, e-mails, phone calls, and training other staff members.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-29

Designations