Andrew Clayborne Elmore
Investment adviser representative at Sequent Planning, LLC
16 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 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
- Seminars and workshops
Experience
16 years in the industry.
- Sequent Planning, LLCJul 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2026
- Securities America AdvisorsApr 2022 to Jun 2024
- Securities America, Inc.May 2020 to Jun 2024
- Mutual of Omaha Investor Services, IncMay 2017 to May 2020
- Mutual of OmahaApr 2010 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 6026239
- Firm CRD
- 160381