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AG

Andrew I. Gaskill

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CRD#: 6077759
AG

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 Ian Gaskill, who also goes by Andrew Gaskill, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2012. Andrew had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Gaskill

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) Avantax Insurance Agency LLC Enid OK Insurance Agent~Insurance Sales Agent~11/20/2015~20hrs~0hrs~Sell life, long term care and disability insurance 2) Wymer Brownlee Tax & Financial Management 201 N. Grand, Suite 100~Enid~OK~73701~Tax Preparation/Accounting~Other~11/1/2015~80hrs~60hrs~Assist with general office duties| 3) BROWNLEE FINANCIAL SERVICES POSITION: Director of Financial Services, Shareholder NATURE: Brownlee Financial Services is the registered entity that serves as the financial advisory part of our company. I am not employed by Brownlee Financial Services, but all revenue generated by our investment firm flows through there and pays the operating costs for our parent company, WBTFM. Brownlee Financial Services will use the DBA - Wymer Brownlee Wealth Strategies as it's client facing brand. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/16/2015 ADDRESS: 201 N. Grand, Suite 100, Enid OK 73701, United States DESCRIPTION: I am a shareholder of Brownlee Financial Services. I am also the Director of Financial Services. Daily, I oversee the internal processes and procedures, oversee the construction and management of our model portfolios, and occasionally work with clients on their plans.

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 20, 2015 - October 23, 2024

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Yukon, OK
Past

November 20, 2015 - October 23, 2024

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Yukon, OK
Past

February 24, 2015 - November 19, 2015

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
EDMOND, OK
Past

February 24, 2015 - November 5, 2015

LARSON FINANCIAL SECURITIES, LLC

BD
CRD#: 152517
EDMOND, OK
Past

September 18, 2012 - February 18, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
EDMOND, OK
Past

July 10, 2012 - February 18, 2015

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
EDMOND, OK

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: 9/10/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

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Contact information


Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts140,306
AUM (Assets Under Management)$ 46,109,939,749

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024
Cover Page
11/28/2023
12/16/2022

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


AVANTAX ADVISORY SERVICES

CRD#: 104556

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