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Richard Thomas Andrews

Investment adviser representative at Advocate Investing Services
21 yearsExperience
1 stateRegistered in
$186.6MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Advocate Investing ServicesAug 2016 to now
  2. LPL Financial LLCApr 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (MD).

Advocate Investing Services

Legal name: Advocate Investing Services, LLC

$186.6MAssets managed
225Clients
5Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2735508
Firm CRD
273035
Advisor's SEC record (opens in a new tab)
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