Andrew K. Fleschner
Professional summary
Andrew King Fleschner is a registered financial advisor currently at FLESCHNER INVESTMENTS located in West Palm Beach, Florida.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Andrew has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew King Fleschner's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2015 - Present
FLESCHNER INVESTMENTS
October 20, 2004 - November 9, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - November 9, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 23, 2004 - October 20, 2004
QUICK & REILLY, INC.
January 6, 2003 - October 20, 2004
QUICK & REILLY, INC.
December 5, 2002 - December 20, 2002
QUICK & REILLY, INC.
February 8, 2001 - December 2, 2002
PRUDENTIAL EQUITY GROUP, LLC
February 2, 2001 - December 2, 2002
PRUDENTIAL EQUITY GROUP, LLC
June 5, 2000 - February 27, 2001
PRUCO SECURITIES, LLC.
June 3, 1999 - May 25, 2000
DAVID LERNER ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2015)
Exams
Current Firm
FLESCHNER INVESTMENTS
CRD#: 244787 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 4,200,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
