Unclaimed Profile

Kimberly Woolweaver Spurlin

ANDCO CONSULTING, LLC·WINTER PARK, Florida

Clean recordANDCO CONSULTING, LLC

531 W MORSE BLVD, WINTER PARK, FL 32789CRD# 6472809Firm CRD# 111964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Woolweaver Spurlin · WINTER PARK, FL

Registration

CRD #6472809 · ANDCO CONSULTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Woolweaver Spurlin is a registered financial advisor based in WINTER PARK, Florida, affiliated with ANDCO CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

MARINER INSTITUTIONAL, LLC

AUM

$977M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARINER INSTITUTIONAL, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6472809

Firm CRD# 111964

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Woolweaver Spurlin offer?

Kimberly Woolweaver Spurlin specializes in Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Kimberly Woolweaver Spurlin's credentials?

Kimberly Woolweaver Spurlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Woolweaver Spurlin located?

Kimberly Woolweaver Spurlin is based in WINTER PARK, Florida, working with ANDCO CONSULTING, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Kimberly Woolweaver Spurlin charge for services?

Kimberly Woolweaver Spurlin'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 ANDCO CONSULTING, LLC?

ANDCO CONSULTING, LLC has approximately 90 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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