Andrew
Simpson

Pruco Securities, LLC

CRD#7864230
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Simpson is a financial advisor based in Columbus, Ohio, working with Pruco Securities, LLC. Andrew has previously held positions at Pruco Securities LLC, Jackson High School, The Sanctuary Golf Club, Ohio University, Ohio Pools And Spas, Pipeline Packaging, Regal Rexnord, and Equipment And Controls. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Andrew is part of Pruco Securities, LLC, which operates out of Columbus, Ohio. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Easton Oval Suite 550
Columbus, OH 43219

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

OH Average: $10,121,009,343
Total Number of Employees

2,700

OH Average: 92
Total Number of Accounts

113,575

OH Average: 6,978
Average Account Size

$144,211

OH Average: $1,450,417

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
  • Educational seminars/workshops

Andrew Simpson Work History

2023 - Present (1 year)

Pruco Securities LLC

2022 - 2022 (< 1 year)

Regal Rexnord

2022 - 2023 (1 year)

Equipment And Controls

2020 - 2020 (< 1 year)

The Sanctuary Golf Club

2020 - 2021 (1 year)

Regal Rexnord

2019 - 2019 (< 1 year)

Pipeline Packaging

2018 - 2018 (< 1 year)

Ohio Pools And Spas

2018 - 2020 (2 years)

Ohio University

2017 - 2017 (< 1 year)

The Sanctuary Golf Club

2016 - 2020 (4 years)

Ohio University

2014 - 2016 (2 years)

Jackson High School

Disclosures

Please visit the SEC profile of Andrew Simpson 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 Prudential Financial Planning Services

Amna Altaf
Camarillo, CA
John Morrison
Franklin, TN
Austin Kneifl
Omaha, NE
David Lizarraga-Ponce
San Diego, CA
Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started