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Nancy Greenwood Andrew

Investment adviser representative at Flagship Harbor Advisors, LLC
7 yearsExperience
1 stateRegistered in
$3.4BFirm assets
15 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
  • Seminars and workshops

Experience

7 years in the industry.

  1. Flagship Harbor Advisors, LLCOct 2020 to now
  2. LPL Financial LLCOct 2020 to now
  3. UnemployedMay 2020 to Sep 2020
  4. Edward JonesMay 2013 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

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

Flagship Harbor Advisors, LLC

$3.4BAssets managed
7,373Clients
60Advisers
15 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
6192996
Firm CRD
155733
Advisor's SEC record (opens in a new tab)
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