Andrew J. Riddle

EVERWEALTH

TULSA, OK 74135

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CRD#: 5371712

Professional summary

Andrew James Riddle, who also goes by Andrew Riddle, is a registered financial advisor currently at EVERWEALTH located in Tulsa, Oklahoma.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Andrew has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Riddle

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.

LICENSED AS AN INSURANCE PRODUCER. WORK PERFORMED AT 4200 EAST SKELLY DRIVE, SUITE 350, TULSA, OK 74135. 2 HRS/MONTH. ANY INCOME RECEIVED IS BASED UPON COMMISSIONS THROUGH THE SALE OF PRODUCTS. THE PRODUCTS ARE NOT INVESTMENT-RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Riddle'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®

None

Experience

Current

April 8, 2009 - Present

EVERWEALTH

Office #1: 4200 East Skelly Drive Suite 350, Tulsa, OK 74135

RIA

CRD#: 129458

TULSA, OK

Past

July 27, 2007 - May 7, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

TULSA, OK

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

Oklahoma
(4/8/2009)

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 66

Date: 3/7/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/22/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERWEALTH

EVERWEALTH | WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 129458 / SEC#:

Oklahoma

Registered Investment Advisory firm - (2/2/2004 Approved)

Texas

Registered Investment Advisory firm - (5/6/2005 Conditional Restricted)

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Contact information

Main Address

4200 East Skelly Drive Suite 350, Tulsa, OK 74135-3204

Mailing Address

Phone number

(918) 524-6325

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	237
AUM (Assets Under Management)	$ 70,179,215

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.

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Firm Stability Insights

Andrew J. Riddle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Riddle's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERWEALTH

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2009

Series 63

Date: 8/7/2007

Series 7

Date: 2/22/2008

Series 6

Date: 7/26/2007

Current Firm

EVERWEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERWEALTH

TRUST BUT VERIFY

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