Andrew Nevin (CRD# 3177326) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | San Ramon, CA | Aug 2019 - Current | 4 |
| Lion Street Advisors | San Ramon, CA | Aug 2019 - Current | 4 |
| Peak360 Wealth Management | San Ramon, CA | May 2019 - Current | 4 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Aug 2019 | 13 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Jun 2006 - Aug 2019 | 13 |
| David White And Associates | San Ramon, CA | Oct 1998 - Aug 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- CA
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Total Assets Under Management2,342MILLIONS
-
Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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