Andrew Jacob Goins
Investment adviser representative at Orion Portfolio Solutions, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$64.8BFirm assets
Are you Andrew Jacob Goins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Orion Portfolio Solutions, LLCJan 2023 to now
- Brinker Capital SecuritiesJun 2010 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NE).
Orion Portfolio Solutions, LLC
$64.8BAssets managed
187,975Clients
198Advisers
26 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
- 6542998
- Firm CRD
- 107975