Andrew Tuell

Private Wealth Advisor @Validus Financial Associates

Scottsdale, AZ, US
MOBILE NUMBERS
+16•••••••88

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WORK HISTORY

Aug 2023 — Present

Private Wealth Advisor @Validus Financial Associates

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Peoria, AZ, US

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

EDUCATION

2005 — 2007

Northern Arizona University-The W. A. Franke College of Business

Finance/Marketing, Finance/Marketing

1996 — 2000

Tucson High School

High School

2001 — 2005

Pima Community College

Associate’s Degree, Finance, General

SKILLS

Roth IraHealth InsuranceGovernment BondsInvestmentsRetirement Income StrategiesInsuranceReitRetirement PlanningCollege Funding StrategiesLife InsuranceCharitable Gift AnnuitiesFinanceFixed IncomeLong Term Care InsuranceDisability InsuranceBond MarketsFixed AnnuitiesEquity Indexed AnnuitiesSecuritiesEstate PlanningRetirement SavingsStock MarketAsset ManagmentAsset AllocationRisk ManagementEmployee Stock OptionsSep IraPermanent Life Insurance401kTraditional IraFixed Income Portfolio ManagementHigh Yield BondsRetirement BenefitsStructured CdLife ProtectionVariable AnnuitiesTraditional Ira ConversionStock TradingDividendsBusiness Planning

ABOUT ANDREW TUELL

Today. Tomorrow. Together.Andrew Tuell is a Private Wealth Advisor and Investment Advisor Representative (IAR) with Lincoln Financial Advisors in Scottsdale Arizona. He works with clients to help build strong and secure financial futures. Working in financial services since 2007. Andrew has series 7 and 65 registration to provide guidance and make specific recommendations tailored to each individual\'s goals and aspirations.Working with Vanguard and AXA Advisors previously, he has brought experience and different viewpoints from these positions to help build diversified financial plans. This allows him to be impartial when it comes to companies and provide guidance that isn\'t aligned with any one company. Dealing with stock trading to complicated retirement questions, Andrew believes that making small incremental changes to one\'s overall financial plan is the key to success!He can help you to map out your financial goals and guide you in selecting the appropriate strategies to help you work towards your objectives. Please contact Andrew for a personalized evaluation of your financial goals and current situation

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Andrew Tuell — Email, Phone Number & Contact Info | Unifers