Primerica Advisors
43yrs
Top advisor by experience in Huntersville
29yrs
Andrew Frederick Walter
Financial advisor at Osaic Wealth
At a glance
Experience29 years (since 1997)
How that compares ?Top 10% by experience in Huntersville
Office9820 Northcross Center Ct. Suite 127, Huntersville, NC 28078
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- 2012 – 2020SSN Advisory, Inc.Previously
- 2006 – 2012New England SecuritiesPreviously
- 2002 – 2006Securian Financial Services, Inc.Previously
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call Osaic Wealth at 800-821-5100 and ask for Andrew Frederick Walter. Andrew works from the Huntersville, NC office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 1997, about 29 years. Top 10% by experience in Huntersville.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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