Andrew
Whalen
Whalen Financial
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About this Advisor
Andrew Whalen is a financial advisor based in Las Vegas, Nevada, working with Whalen Financial. Andrew has previously held positions at The Whalen Group, National Planning Corporation, Lpl Financial LLC, Purshe Kaplan Sterling Investments, Whalen Financial, and Whalen Enterprises Inc Dba Whalen Financial. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada. Currently, Andrew is part of Whalen Financial, which operates out of Las Vegas, Nevada. The firm has one employee and manages assets totaling $157.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Whalen Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whalen Financial Brokerage Details
$157,855,321
1
806
$195,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Whalen Work History
Purshe Kaplan Sterling Investments
Whalen Enterprises Inc Dba Whalen Financial
Whalen Financial
The Whalen Group
Lpl Financial LLC
National Planning Corporation
Disclosures
Please visit the SEC profile of Andrew Whalen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whalen Financial
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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