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Andrew Alston

Andrew Alston

ROSE WEALTH | Financial Advisor
LONGVIEW, TX 75605
Some features on this profile are disabled
CRD#: 6895523
Andrew Alston

Professional summary

Andrew Alston, who also goes by Andrew M Alston, Andrew Michael Alston, is a registered financial advisor currently at ROSE WEALTH, LLC located in Longview, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Wealth Preservation Strategies
Cash Flow Management Strategie...
Retirement Planning Strategies
Are you a "fiduciary"?
Yes

Aliases

Andrew M Alston | Andrew Michael Alston

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) - RIA

Click below to view Andrew Alston'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

July 8, 2025 - Present

ROSE WEALTH, LLC

Office #1: 305 West Loop 281 Suite 101, Longview, TX 75605
RIA
CRD#: 334740
LONGVIEW, TX
Past

April 6, 2023 - July 2, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TYLER, TX
Past

April 6, 2023 - July 2, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TYLER, TX
Past

March 19, 2018 - April 11, 2023

EDWARD JONES

RIA
CRD#: 250
LONGVIEW, TX
Past

February 22, 2018 - April 11, 2023

EDWARD JONES

BD
CRD#: 250
LONGVIEW, TX

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
Texas
(7/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2018
General Securities Representative Examination

Current Firm

RW
ROSE WEALTH, LLC
ROSE WEALTH | ROSE WEALTH, LLC | ROSE WEALTH ADVISERS, LLC

CRD#: 334740 / SEC#:

Texas
Registered Investment Advisory firm - (4/11/2025 Approved)
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Contact information

Main Address
305 West Loop 281 Suite 101, Longview, TX 75605
Mailing Address
Phone number
(903) 331-0438
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV
0

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

ROSE WEALTH, LLC

Financial AdvisorCRD#: 334740Longview, TX 75605

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Contact information

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