Andrew Alston
Advisor at Rose Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach centers on strategic asset allocation, incorporating dollar-cost averaging and technical analysis, and utilizes external turnkey asset management platforms and selected sub-advisors.
Fee options
Account minimum: $500,000 Minimum fee: $7 per month per account fee
Location
305 West Loop 281, Suite 101
Longview, TX 75605
Most active in
Andrew A has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Rose Wealth, LLC
2025 - Present (1 year)
Ameriprise
2023 - 2025 (2 years)
Edward Jones
2018 - 2023 (5 years)
Texas Bank and Trust Company
2016 - 2018 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brandon R
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
Abigail W
CFP®, Series 65
Longview, TX
Naviant Partners, LLC
Jack M
CFP®, Series 66
Austin, TX
Lake Hills Wealth Management, LLC
Den M
CFP®
Longview, TX
Belonging Wealth Management
We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
Sean G
CFP®, Series 66
Longview, TX
Rose Wealth, LLC
Grant J
Series 66
Longview, TX
Rose Wealth, LLC
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