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Andrew Williamson Shibley

Investment adviser representative at Afton Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$109.3MFirm assets

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How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Afton Advisors, LLCJan 2024 to now
  2. Sagespring Wealth PartnersNov 2022 to Nov 2023
  3. Access TeamDec 2021 to Nov 2023
  4. Non-variable InsuranceAug 2019 to Dec 2023
  5. Raymond James Financial Services, Inc.Aug 2019 to Dec 2023
  6. Southwestern Investment Advisory Services (swias)Aug 2019 to Nov 2022
  7. Southwestern Investment GroupAug 2019 to Nov 2022
  8. Park Avenue SecuritiesSep 2014 to Aug 2019
  9. Guardian Life Insurance Co.Jul 2014 to Aug 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 3 states (MI, TN, TX).

Afton Advisors, LLC

$109.3MAssets managed
177Clients
2Advisers
Under 1 yearIn 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
6394935
Firm CRD
300884
Advisor's SEC record (opens in a new tab)
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