AG
Andrew F. Ghazal
ORION FINANCIAL ADVISORS
VOORHEES, NJ 08043
Some features on this profile are disabled
CRD#: 5962418
AG
Professional summary
Andrew Fouad Ghazal, who also goes by Andrew F Ghazal, is a registered financial advisor currently at ORION FINANCIAL ADVISORS located in Voorhees, New Jersey.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew F Ghazal
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.
Orion Financial Advisors LLC - This business is investment-related. The address is 141 Cooper Rd, Voorhees NJ 08043. The nature of the other business is insurance sales involving life and health insurance sales. My position is Independent Advisor with this business. The start date of this relationship is 09/19/2023. I devote approximately 25 hours/month to this business. The number of hours I devote during securities trading hours is 5 hours/month. My duties relating to this business are insurance sales. Guardian Mortgage Group - This business is not investment-related. The address is 8270 Kendall Dr, Huntington Beach CA 92646. The nature of this other business is residential home loans. I am a 50% member in this business. My position is Mortgage Loan Officer with this business. The start date of this relationship is 01/2018. The approximate number of hours/month devoted to this business is 4 hours/month. The number of hours I devote to this business during securities trading hours are zero. My duties as it relates to this business are helping clients analyze their income, down payment and credit history to choose the right loan program. Gazelle, Inc. - This business is not invesment-related. The address of this other business is 1422 Autumn Ln, Cherry Hill NJ 08003. This business is a travel agency. I am a 16% shareholder in the business. The start date of this relationship is 01/2017. I devote 1 hour/month to this business. I devote zero hours/month to this business during securities trading hours. My duty relating to this business is office work that entails overseeing and coordinating various administrative duties.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Fouad Ghazal'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®
NoneExperience
Current
February 14, 2024 - Present
ORION FINANCIAL ADVISORS
Office #1: 141 Cooper Rd, Voorhees, NJ 08043RIA
CRD#: 328757
VOORHEES, NJ
Past
February 12, 2020 - June 4, 2024
GUARDIAN SOLUTIONS
RIA
CRD#: 165723
Cherry Hill, NJ
Past
February 10, 2015 - December 31, 2019
GUARDIAN SOLUTIONS
RIA
CRD#: 165723
CHERRY HILL, NJ
Past
September 30, 2011 - November 21, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
September 2, 2011 - November 21, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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
New Jersey(2/14/2024)
IAR
Pennsylvania(7/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OF
ORION FINANCIAL ADVISORS
ORION FINANCIAL ADVISORS | ORION FINANCIAL ADVISORS LLC
CRD#: 328757 / SEC#:
New Jersey
Registered Investment Advisory firm - (2/13/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (7/3/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
141 Cooper Rd, Voorhees, NJ 08043
Mailing Address
Phone number
(800) 256-0427
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 10,435,082 |
Red Flags
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