Andrea
Braun
Fifth Third Securities, Inc
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About this Advisor
Andrea Braun is a financial advisor operating in Waxhaw, North Carolina, who has 3 years of industry experience. Braun is currently employed by Fifth Third Securities, Inc. The advisor has gained experience at Fifth Third Bank, The Hershey Company, Midland State Bank and Fifth Third Securities. Braun holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina. Fifth Third Securities, Inc is an advisory firm operating out of Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 advisors. It controls $7 billion in total assets among its 41,519 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 41,519 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely vary depending on which service is provided. Fees billed by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Andrea Braun Work History
Andrea has been registered as a financial advisor for 3 years.*
Fifth Third Bank
Fifth Third Securities
Fifth Third Bank
The Hershey Company
Midland State Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrea Braun 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 Fifth Third Securities, Inc
Columbus, OH
Niles, IL
Terre Haute, IN
Cincinnati, OH
Alexandria, KY
Waxhaw, NC
Cape Coral, FL
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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