AW
Andrea M. Whitmire
GO WEALTH MANAGEMENT
GILBERT, AZ 85233
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CRD#: 7770101
AW
Professional summary
Andrea Michelle Whitmire is a registered financial advisor currently at GO WEALTH MANAGEMENT located in Gilbert, Arizona.
Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrea has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
2018: INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 20 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Michelle Whitmire'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
May 3, 2024 - Present
GO WEALTH MANAGEMENT
Office #1: 1757 E Baseline Road Suite 137, Gilbert, AZ 85233RIA
CRD#: 290254
GILBERT, AZ
Past
July 12, 2023 - April 25, 2024
KINGSWOOD WEALTH ADVISORS, LLC
RIA
CRD#: 288792
Gilbert, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)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
Arizona(5/3/2024)
Current Firm
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4710 Village Plaze Loop Suite 240, Eugene, OR 97401
Mailing Address
Phone number
(541) 338-7631
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 446 |
| AUM (Assets Under Management) | $ 165,634,211 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
