Unclaimed Profile

Andrea Lynn Tevens

LAWLEY RETIREMENT ADVISORS, LLC·BUFFALO, New York

SIE, Series 7, Series 66Clean record5 years registeredLAWLEY RETIREMENT ADVISORS, LLC

361 DELAWARE AVENUE, BUFFALO, NY 14202CRD# 4151476Firm CRD# 282786

Profile Verification

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

Identity

Andrea Lynn Tevens · BUFFALO, NY

Registration

CRD #4151476 · LAWLEY RETIREMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAWLEY RETIREMENT ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

Jun 2021 – Jun 2024

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 30, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAWLEY RETIREMENT ADVISORS, LLC

CRD 282786 · SEC 801-107260

AUM

$1.7B

Regulatory assets under management

Employees

154 client accounts

Services offered by LAWLEY RETIREMENT ADVISORS, LLC

Per Form ADV

Publication of periodicals/newsletters

Other

View all advisors at LAWLEY RETIREMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Lynn Tevens offer?

Andrea Lynn Tevens is a registered financial advisor in BUFFALO, New York.

What are Andrea Lynn Tevens's credentials?

Andrea Lynn Tevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Lynn Tevens located?

Andrea Lynn Tevens is based in BUFFALO, New York, last registered with LAWLEY RETIREMENT ADVISORS, LLC.

How does Andrea Lynn Tevens charge for services?

Andrea Lynn Tevens'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 LAWLEY RETIREMENT ADVISORS, LLC?

LAWLEY RETIREMENT ADVISORS, LLC has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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