ChooseAFinancialAdvisor.com
Advisors / Washington / Walla Walla
14yrs

Andre C Selfa

Financial advisor at Osaic Advisory Services

Walla Walla, WA 99362Fiduciary advisor
Call the officeDirections

At a glance

Experience14 years (since 2012)
How that compares ?More experience than 51% of advisors in Washington
Office2009 Walla Walla Ave Suite A, Walla Walla, WA 99362
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Advisory Services

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 Combined State Law Examination

Career

  1. Nov 2024 – now
    Osaic Advisory Services, LLCCurrent firm
  2. 2021 – 2024
    Arbor Point AdvisorsPreviously
  3. 2017 – 2021
    Ameriprise Financial Services, LLCPreviously
  4. 2013 – 2017
    LPL Financial LLCPreviously

Questions to ask Andre

Tailored to Andre’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Andre

How do I contact Andre?

Call Osaic Advisory Services at 866-580-8219 and ask for Andre C Selfa. Andre works from the Walla Walla, WA office.

How long has Andre been a financial advisor?

Andre has been in the industry since 2012, about 14 years. More experience than 51% of advisors in Washington.

What licenses does Andre hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Andre a fiduciary?

Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Andre paid?

Osaic Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andre 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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