Andrew Atchison Email & Phone Number
Wealth Manager @ Horizon Wealth Management, LLC
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Andrew Atchison Location
- New Albany, IN, US
Andrew Atchison Work
- Wealth Manager @ (February 2017 - Present)
- LPL Financial Advisor @ (September 2014 - February 2017)
- Managing Partner - Owner @ Custom Retirement Solutions (November 2013 - August 2014)
- Co-Founder @ PlanMyBenefit.com (December 2011 - October 2013)
- Retirement Income Planner - Investment Advisor Rep. and Registered Rep. @ Brookstone Financial (September 2010 - October 2013)
Andrew Atchison Education
- The American College of Financial Services
RICP®
2015-2016 - Indiana University Bloomington
Bachelor of Science (Tourism Management / Rec)
1999-2003
Andrew Atchison Skills
- 401k
- Alternative Investments
- Asset Allocation
- Estate Planning
- FINRA
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Mutual Funds
- Personal Finance
- Retirement
- Retirement Planning
- Securities
- Separately Managed Accounts
- Series 6
- Series 63
- Series 65
- Series 7
- Stocks
- Variable Annuities
- Wealth Management
Andrew Atchison Summary
- Andrew Atchison, based in New Albany, IN, US, is currently a Wealth Manager at Horizon Wealth Management, LLC. Andrew Atchison brings experience from previous roles at Park Community Credit Union, Custom Retirement Solutions, PlanMyBenefit.com and Brookstone Financial. Andrew Atchison holds a 2015 - 2016 RICP® @ The American College of Financial Services. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Estate Planning, FINRA and more. Andrew Atchison has 5 emails and 6 mobile phone numbers on RocketReach.
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Top Horizon Wealth Management, LLC Employees
Greg Russell
Financial Advisor
United States
Elizabeth Mueller
Client Service Associate
Louisville, KY, US
Andrew Atchison
Wealth Manager
New Albany, IN, US
James Gioia
Senior Trader
Chattanooga, TN, US
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