Stifel, Nicolaus & Company, Inc
About this Advisor
Andrea Attwood is an advisor who is based out of Flint, Michigan. Currently an advisor at Stifel, Nicolaus & Company, Inc, Attwood has 10 years of practice as a registered advisor. Attwood holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Attwood is registered to act as a financial advisor in Michigan and Texas. During their career, Attwood has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Flint, Michigan, and has 431 additional locations throughout the country. As a registered investment advisory firm, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 client accounts and retains more than 6,153 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 40% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrea Attwood Work History
Andrea has 10 years of experience.
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Andrea Attwood has no disclosures.
Please visit their SEC profile for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.