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Andrew Thomas Tisdale

Advisor at Ameriprise — Rutherfordton, NC N Washington St

Updated today

Credentials

Series 66

Experience

11 years

Location

Rutherfordton, NC 28139-2405

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Andrew Tisdale is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Board of Directors for The Forest City Athletic Club and is involved in several business ventures including retail and real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, non-discretionary advice.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Rutherfordton, NC N Washington St

269 N Washington St

Rutherfordton NC 28139-2405

Advisors at this office

2

Most active in

North Carolina · Texas

Work history

11 years of industry experience

Ameriprise Financial Services, LLC.

2023 - Present • 3 years

Forest City, NC

Ameriprise Financial Services

2023 - 2023 • 1 year

Forest City, NC

Ameriprise

2020 - 2020 • 1 year

Forest City, NC

Edward Jones

2015 - 2023 • 8 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph S

Series 65

Forest City, NC

OneSeven

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Gilberto C

Series 63, Series 65

Forest City, NC

Latitude Advisors, LLC

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He has worked at Latitude Advisors since 2018 and previously at GWN SECURITIES, Inc. Carmona is also involved in several business ventures, including serving as president of Carmona Business Solutions LLC and hosting the radio program "Gilbert Talks Taxes," which focuses on educating listeners about tax, accounting, and business issues. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client objectives with in-house and external model strategies, employing valuation-driven and momentum-based approaches while managing most accounts on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Bradford T

Series 63, Series 66

Forest City, NC

Commonwealth Financial Network

Bradford Thorne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Horace Mann. Thorne is also co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, investment management, and compliance services. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley H

Series 66

Forest City, NC

Commonwealth Financial Network

Bradley Harrill is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and co-owns Avenor Wealth, LLC, a private securities and advisory firm based in Forest City, NC. Prior to his current roles, he worked at Edward Jones for eight years and Carolina Trust Bank for two years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a variety of managed-account programs, third-party asset manager access, and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Tabitha M

Series 63, Series 66

Forest City, NC

Principal Financial Services

Tabitha Marks is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Citizens Asset Management. Outside of her advisory role, she owns and operates a family farm, Twin Creeks Farm, where livestock is sold. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Retired Founder/Business Owner
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Tracy F

Series 63, Series 65

Forest City, NC

Commonwealth Financial Network

Tracy Faucette is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Commonwealth in 2025, Faucette spent 29 years at Edward D. Jones & Co., L.P. She is co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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