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Andrew D. Driscoll

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CRD#: 5568797
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Decatur Driscoll, who also goes by Andrew Driscoll, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2008. Andrew had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Driscoll

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 21, 2014 - December 8, 2015

HIGHPOINT PLANNING PARTNERS

RIA
CRD#: 163768
GRAYSLAKE, IL
Past

June 2, 2014 - June 10, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
GRAYSLAKE, IL
Past

January 7, 2009 - June 12, 2014

WADDELL & REED

RIA
CRD#: 866
SCHAUMBURG, IL
Past

October 23, 2008 - June 12, 2014

WADDELL & REED

BD
CRD#: 866
SCHAUMBURG, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HP
HIGHPOINT PLANNING PARTNERS
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | TWIN ROCKS ASSET MANAGEMENT | TWG WEALTH PARTNERS | THE SCHAFFNIT GROUP | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH FINANCIAL CONSULTANTS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | RMD WEALTH MANAGEMENT | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MODEL WEALTH | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LLOYD WEALTH ADVISORS | LIGHTHOUSE FINANCIAL GROUP | KENNEDY FINANCIAL GROUP | KEITH E. MURPHY | KCT FINANCIAL | HIGHPOINT PLANNING PARTNERS, LLC | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | G/R WEALTH MANAGEMENT GROUP LLC | EQUILIBRIUM WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | DOAK FINANCIAL, LLC | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | CAPITAL STREET ADVISORS | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | AXIS WEALTH ADVISORS, LLC | ASPIRE PLANNING GROUP LLC

CRD#: 163768 / SEC#: 801-76675

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Contact information


Main Address
2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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.

Company Information


HIGHPOINT PLANNING PARTNERS

CRD#: 163768

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