Andrew Covic
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Christian Financial Credit UnionNov 2023 to now
- Cuso Financial Services, LPNov 2023 to now
- Equitable Advisors LLCJul 2023 to Nov 2023
- J.P. Morgan Securities LLCJul 2022 to Jul 2023
- JPMorgan Chase Bank, N.A.Jul 2022 to Jul 2023
- Us MattressNov 2020 to Jun 2022
- UnemployedJul 2020 to Oct 2020
- North American ControlsApr 2019 to Jun 2020
- UnemployedFeb 2019 to Mar 2019
- Spark Talent AcquisitionNov 2018 to Jan 2019
- The Finish LineAug 2017 to Nov 2018
- Royal Park Management Company LLCJan 2017 to Feb 2017
- Continental Forte BelangerOct 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7609731
- Firm CRD
- 6413