Andrew Aldredge has been an investment adviser representative at The Advisory Resource Group since December 2017, and is not listed among the firm’s executive officers or direct owners. Andrew Aldredge holds a Bachelor of Science from Oklahoma State University.
The Advisory Resource Group, LLC is a Tulsa, OK firm with $927M under management, 709 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Andy Aldredge is a Financial Advisor with Compass Pointe Financial. He started in the financial industry in April 2006 as a Financial Advisor with Waddell and Reed Financial in Tulsa. He joined Compass Pointe Financial in September 2008 as an analyst and later became a Financial Advisor for each of the firm's three Oklahoma locations.
Andrew Aldredge’s longest registration was 9 years at Sii Investments, Inc. (2008–2017). Before joining The Advisory Resource Group in 2017, Andrew Aldredge was registered through Sii Investments, Inc. and Waddell & Reed, Inc.
- – present · 8 yearsTulsa, OK · Adviser representative · Firm CRD 290110
- Sii Investments, Inc.– · 9 yearsTulsa, OK · Adviser representative · Firm CRD 2225
- Waddell & Reed, Inc.– · 1 yearTulsa, OK · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Andrew Aldredge is registered as an investment adviser representative in Oklahoma, since December 2017.
- OklahomaSince 1 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 March 2007 |
| Series 7 | General Securities Representative Examination | 1 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Maxwell Aldredge
- CRD
- 5247721
- Firm
- The Advisory Resource Group · CRD 290110
- Office
- 4625 E. 91ST STREET, Tulsa, OK 74137
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cpfguide.com
Where does Andrew Aldredge work?
Andrew Aldredge is an investment adviser representative registered through The Advisory Resource Group, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Aldredge a financial advisor?
Yes. Andrew Aldredge has a current investment-adviser registration in Oklahoma, through The Advisory Resource Group since December 2017.
How many years of experience does Andrew Aldredge have?
Andrew Aldredge has 19 years in the financial industry, since February 2007, across 3 adviser firms.
What exams has Andrew Aldredge passed?
Andrew Aldredge has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2007. FINRA credited Andrew Aldredge with the SIE, which began in October 2018.
Where did Andrew Aldredge work before The Advisory Resource Group?
Before The Advisory Resource Group, Andrew Aldredge was registered through Sii Investments, Inc., September 2008 to December 2017; Waddell & Reed, Inc., March 2007 to October 2008.
Where is Andrew Aldredge based?
Andrew Aldredge’s registered office is in Tulsa, OK.
Is Andrew Aldredge registered with FINRA?
Yes. Andrew Aldredge has a current broker registration, under CRD 5247721.
Source: FINRA BrokerCheck
How can I verify Andrew Aldredge’s record?
Search CRD 5247721 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Aldredge’s full registration record.