Andrew
Northcutt

Practicecfo Investments

CRD#7912895
Investment Advisor
in Pflugerville, TX

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About this Advisor

Andrew Northcutt is a financial advisor based in Pflugerville, Texas, working with Practicecfo Investments. Andrew has previously held positions at Cognizant, Vrbo, Dell-Round Rock, and Practicecfo. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Andrew is part of Practicecfo Investments, which operates out of Pflugerville, Texas. The firm has 9 employees and manages assets totaling $394.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Practicecfo Investments includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Pflugerville, TX

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Practicecfo Investments Brokerage Details

Total Assets Under Management

$394,897,704

TX Average: $7,578,581,321
Total Number of Employees

9

TX Average: 43
Total Number of Accounts

1,046

TX Average: 3,727
Average Account Size

$377,531

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Andrew Northcutt Work History

2024 - Present (0 year)

Practicecfo

2020 - Present (4 years)

Cognizant

2019 - 2020 (1 year)

Vrbo

2013 - 2019 (6 years)

Dell-Round Rock

Disclosures

Please visit the SEC profile of Andrew Northcutt 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 Practicecfo Investments

Randy Lundy
Seattle, WA
Drew Phillips
San Diego, CA
Andrew Northcutt
Pflugerville, TX
Brandon Hobson
San Diego, CA
Paul Lipcius
San Diego, CA
Wesley Read
San Diego, CA
Lawrence Rand
San Diego, CA
Robert Daugherty
San Diego, CA

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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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.

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