Andrew Paul Spillman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 05/2017
  Raymond James & Associates, Inc.
  Dallas, TX
• 05/2017 → Present
  Raymond James Financial Service, Inc
  Dallas, TX
• 07/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 08/2019 → Present
  Apg Wealth Management
  Dallas, TX

Previous Registrations

• 2008-06-20 → 2017-05-05
  Raymond James & Associates, Inc.
  Dallas, TX
• 1995-01-27 → 2008-07-07
  Ubs Financial Services Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

(1)Name of Business: APG Wealth Management Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: financial advisor (2)Name of Business: Spillman Wealth Management LLC Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: The Art Menu Llc Address: 6445 Cedar Springs Rd, Dallas, TX, 75235, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: investor only

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-24

Other Names

• Andy Paul Spillman
• Andy Spillman
• Andrew P Spillman