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Andrew Kenneth Mcdowell

ARBOR WEALTH MANAGEMENT, LLC·MIRAMAR BEACH, Florida
Series 65Clean record12 years registeredARBOR WEALTH MANAGEMENT, LLC
8955 EMERALD COAST PARKWAY, MIRAMAR BEACH, FL 32550CRD# 6270814Firm CRD# 153640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Kenneth Mcdowell · MIRAMAR BEACH, FL
Registration
CRD #6270814 · ARBOR WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Mar 2022 – present
ARBOR WEALTH
Dec 2013 – Mar 2022
MIRAMAR BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 19, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARBOR WEALTH MANAGEMENT, LLC
CRD 153640 · SEC 801-80638
AUM
$360M
Regulatory assets under management
Employees
6
995 client accounts
Services offered by ARBOR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARBOR WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Andrew Kenneth Mcdowell offer?
Andrew Kenneth Mcdowell specializes in Financial Planning, Investment Management. Contact their office in MIRAMAR BEACH, Florida for a consultation.
What are Andrew Kenneth Mcdowell's credentials?
Andrew Kenneth Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Kenneth Mcdowell located?
Andrew Kenneth Mcdowell is based in MIRAMAR BEACH, Florida, working with ARBOR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIRAMAR BEACH metropolitan area and surrounding communities.
How does Andrew Kenneth Mcdowell charge for services?
Andrew Kenneth Mcdowell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR WEALTH MANAGEMENT, LLC?
ARBOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARBOR WEALTH MANAGEMENT, LLC

Margaret Rose Mcdowell
MIRAMAR BEACH, FL
Paul Graham Mcdowell
MIRAMAR BEACH, FL

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