Andrew Redlick (CRD# 6293687) is an Investment Advisor Representative working at Investment Growth Management, Inc. in Clayton, CA and has over 10 years of experience in the finance industry. Andrew Redlick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Growth Management, Inc. | Clayton, CA | Jan 2022 - Current | 2 |
| Investment Growth Management | Clayton, CA | Jan 2014 - Dec 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$230,809
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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