Andrew Charles Lord

Current Employers

Employment History

• 08/2016 → 06/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2002 → Present
  Essential Planning, Llc
  Portsmouth, NH
• 06/2020 → Present
  Valmark Securities, Inc
  Akron, OH

Previous Registrations

• 2014-05-30 → 2016-08-30
  Investors Capital Corp.
  Lynnfield, MA
  Portsmouth, NH
  Portsmouth, NH
  Gilford, NH
  Lynnfield, MA
  Lynnfield, MA

Other Businesses

1) Valmark Securities, Inc. Investment Related. 130 Springside Dr. Akron, OH 44333. Financial Planning, Registered Representative. Start 06/15/2020. 35hrs/mo, 30hrs/mo during trading hours. Registered representative that works for a brokerage company and serves as a representative for clients trading investment products such as stocks, bonds, and annuities./// 2) DANIEL PINKHAM HOUSE, LLC; NON-INVESTMENT RELATED; PROPERTY OWNER/OPERATOR; COMMERCIAL REAL ESTATE; 400 THE HILL UNIT II, PORTSMOUTH, NH 03801; INCOME $36,000 from K-1 Net Profits; START DATE 10/2012; 1HR/MONTH./// 3) CHAMPERNOWNE REALTY, LLC; 500 MARKET ST, PORTSMOUTH, NH 03801; NON-INVESTMENT RELATED; COMMERCIAL REAL ESTATE; OWNER/OPERATOR; INCOME $48,000 from K-1 profits; START DATE 1/2008; 1HR/MONTH./// 4) Champernowne Realty II; 500 Market St Unit 1D Portsmouth, NH 03801 start 01/2025; owner commercial real estate condo; operate and lease to planning shop; 100% ownership via LLC; investment related; 1-5 hours/ month ; payment is rent./// 5) FIXED INSURANCE SALES; 500 MARKET ST, PORTSMOUTH, NH 03801; NON-INVESTMENT RELATED; INSURANCE AGENT/REPRESENTATIVE; INCOME $25,000; START DATE 07/1994; 15 HRS/MONTH; 10 TRADING HRS/MONTH, Compensated by Commissions.///

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-04

Designations

Other Names

• Andy Lord
• Andrew C Lord