SPC
46yrs
Top advisor by experience in Ann Arbor
24yrs
Andrew Augustine is a fiduciary financial advisor in Ann Arbor, Michigan, with 24 years in the industry. Andrew joined LPL Financial in 2024, after eight years at Osaic Institutions and a year at Essex National Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 700 advisors with offices in Ann Arbor, and one of 634 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 69% of advisors nationwide
Office3650 Plymouth Rd, Ann Arbor, MI 48105
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2016 – 2024Osaic Institutions, Inc.Previously
- Mar 2015 – Jul 2016Essex National Securities, LLCPreviously
- Aug 2014 – Mar 2015Citizens Securities, Inc.Previously
- 2007 – 2014Comerica SecuritiesPreviously
- Dec 2006 – Jan 2007Chase Investment Services Corp.Previously
Contact Andrew
3650 Plymouth RdAnn Arbor, MI 48105Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- 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?
- 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
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About Andrew
How do I contact Andrew?
Call LPL Financial at (704) 733-3300 and ask for Andrew Augustine. Andrew works from the Ann Arbor, MI office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2002, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Andrew hold?
Series 66. 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?
LPL Financial 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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