Andrew Broughman, CRPC®, CFP®

VP - Financial Advisor

  • Series 7, 63, and 66 licenses

  • Life, Health, and Variable Annuity licenses

  • BA Political Science/International Relations & BA Public Administration, University of Central Florida

  • Registered to conduct Securities Business in the following states: AR, FL, GA, MO, MT, NJ, NC, OH, PA, VA

Andrew Broughman, CRPC®, CFP®. VP - Financial Advisor

About Andrew Broughman, CRPC®, CFP®

Experience

Andrew’s clients know they can expect professional, trustworthy financial planning explicitly designed around their life goals. His years of experience, and the unbiased and objective planning advice he provides, help Andrew’s clients feel comfortable and confident.

Commitment

Originally from New Smyrna Beach, Andrew moved to Orlando to attend the University of Central Florida and is a proud UCF Alum. Committed to supporting the local Central Florida community, Andrew volunteers his time with the United Way and the Second Harvest Food Bank.

Make an Appointment

During this appointment, we will understand your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate. A meeting may be scheduled at a date and time most convenient for you.

FAIRWINDS: For 75 Years...Financial Freedom happens here.Financial Freedom happens here.®

Footnotes

    Wealth Management available through CUSO Financial Services, LP*

    Check the background of this firm on BrokerCheck

    Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

    Routing Number ⑆ 263181368