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Andrew Menefee is a financial advisor professional located in Lynnfield, MA. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Andrew Menefee - Charles Schwab & Co., Inc. holds an active professional license (FINRA CRD) for your protection.
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Andrew Menefee is a financial advisor based in Lynnfield, Massachusetts, affiliated with Charles Schwab & Co., Inc. With 10 years in the financial services industry, he holds a FINRA CRD license (number 6445533), which authorizes him to provide investment and brokerage services. His experience spans a decade of working with clients on financial planning and investment strategies through one of the nation's largest financial services firms.
Andrew Menefee's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors in the United States. This license type signals that he has passed required examinations and meets federal standards to offer investment advice and execute securities transactions. FINRA oversight means his activities are monitored for compliance with industry rules and customer protection regulations, providing a layer of regulatory accountability for clients engaging his services.