Andrea Brashears-sampson

WISE FINANCIAL COUNSEL

Fort Washington, MD

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CRD#: 4034897

Professional summary

Andrea Brashears-sampson, CFP®, who also goes by Andrea Damonea Brashears, Andrea Damonea Brashears-lusk, Andrea Brashears-lusk, is a registered financial advisor currently at WISE FINANCIAL COUNSEL, LLC located in Fort Washington, Maryland.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Andrea has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Damonea Brashears | Andrea Damonea Brashears-Lusk | Andrea Brashears-Lusk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. GIGS Music Productions, LLC (President) Non-investment related Started: 5/2018 5 Hours/month Promote songwriting and music distribution services 2. WE R WISE, Inc. (President) Non-profit; non-investment related Started: 8/2019 2 Hours/month Oversee and participate in networking, professional development and support activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Brashears-sampson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

December 22, 2021 - Present

WISE FINANCIAL COUNSEL, LLC

RIA

CRD#: 313630

Fort Washington, MD

Past

July 21, 2020 - September 23, 2021

OMEGA WEALTH MANAGEMENT LLC

RIA

CRD#: 132580

ARLINGTON, VA

Past

May 19, 2020 - June 7, 2020

WEALTHCARE FINANCIAL GROUP, INC.

RIA

CRD#: 284650

Fort Washington, MD

Past

January 5, 2017 - June 9, 2020

WEST FINANCIAL SERVICES, INC.

RIA

CRD#: 137497

MCLEAN, VA

Past

April 12, 2010 - October 24, 2014

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BETHESDA, MD

Past

October 23, 2008 - November 2, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

VIENNA, VA

Past

October 14, 2008 - November 2, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

VIENNA, VA

Past

May 9, 2008 - June 27, 2008

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA

CRD#: 144244

VIENNA, VA

Past

February 23, 2006 - October 23, 2007

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

WASHINGTON, DC

Past

February 10, 2006 - October 23, 2007

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

WASHINGTON, DC

Past

April 13, 2004 - October 18, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

LANDOVER, MD

Past

November 11, 2003 - October 18, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

April 24, 2003 - November 11, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

January 3, 2003 - April 29, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

December 12, 2001 - December 31, 2002

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

December 15, 1999 - December 31, 2000

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

October 15, 1999 - November 3, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/18/2022)

IAR

Texas
(12/22/2021)

IAR

Virginia
(7/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/24/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/14/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISE FINANCIAL COUNSEL, LLC

CRD#: 313630 / SEC#:

Maryland

Registered Investment Advisory firm - (7/6/2021 Approved)

Texas

Registered Investment Advisory firm - (12/22/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (7/6/2022 Approved)

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Contact information

Main Address

Fort Washington, MD

Mailing Address

938 E. Swan Creek Road #730, Fort Washington, MD 20744

Phone number

(240) 252-3232

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrea Brashears-sampson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Brashears-sampson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMEGA WEALTH MANAGEMENT LLC

WEALTHCARE FINANCIAL GROUP, INC.

WEST FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

NAVY FEDERAL ASSET MANAGEMENT, LLC

MISSIONSQUARE INVESTMENT SERVICES

MISSIONSQUARE RETIREMENT

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2003

Series 63

Date: 10/14/1999

SIE

Date: 10/24/2014

Series 7

Date: 3/11/2004

Series 6

Date: 10/14/1999

Current Firm

WISE FINANCIAL COUNSEL, LLC

Contact information

Documents

Red Flags

Company Information

WISE FINANCIAL COUNSEL, LLC

TRUST BUT VERIFY

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