Andrew Spears

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2013 → 05/2017
  Ball State University
  Muncie, IN
• 06/2017 → 05/2018
  Lpl Financial Llc
  Indianapolis, IN
• 05/2018 → Present
  Raymond James & Associates
  Carmel, IN

Previous Registrations

• 2018-04-12 → 2018-05-24
  Lpl Financial Llc
  Indianapolis, IN

Other Businesses

(1)Name of Business: Kendra's Camera Photography Address: 7433 Oakland Hills Dr, Indianapolis, IN, 46236, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner\nHelp with the admin side of the business

Exams

• S66 Uniform Combined State Law Examination
  2018-04-11