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Andrew Eismont

Advisor at Wedbush Securities Inc.

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Wedbush Securities Inc. logo

Firm

Wedbush Securities Inc.

Location

Pasadena, CA 91101

Credentials

Series 63

Industry experience

31 years

About

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 license and bringing 31 years of industry experience. He has worked at Wedbush Morgan Securities Inc. since 2007 and Brookstreet Securities since 1999. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Client services

Based on Wedbush Securities Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Wedbush Securities Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Wedbush Securities Inc.

Founder/Business Owner

Fee options

Percentage

$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable

Commissions

Transaction-based fees for Discretionary Managed Transactional (DMT) accounts; commissions retained by WS when acting as broker

Other

Account minimum: $25,000 Minimum fee: $250 annually for DMI-IC accounts; $500 annually for SDI-IC accounts; $1,000 annually for MMA, SMA, UMA accounts Fee-only: Financial Planning fees charged separately based on complexity and time allocated; negotiable fees for advisory services

Location

225 S. Lake Ave Penthouse

Pasadena, CA 91101

Most active in

California

Work history

Wedbush Morgan Securities Inc.

2007 - Present (19 years)

Brookstreet Securities

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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