Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at United Capital Financial Advisers in Irving, TX and has over 6 years of experience in the finance industry.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 4465166
Commonwealth Financial Network
Score
101
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Girard Securities, Inc. | San Diego, CA | Jun 2013 - Current | 4 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Aug 2012 - Current | 4 |
| Unemployed | Plano, TX | Apr 2012 - Aug 2012 | < 1 |
| Ricker Retirement Specialists | Garland, TX | May 2011 - Apr 2012 | < 1 |
| Lpl Financial LLC | Garland, TX | May 2011 - Apr 2012 | < 1 |
| Ricker Retirement Specialists | Garland, TX | Dec 2008 - Apr 2012 | 3 |
| Securities America Inc. | La Vista, NE | Oct 2009 - May 2011 | 1 |
| Andregg Contracting, Inc. | Frisco, TX | Aug 2002 - Nov 2008 | 6 |
| Cheley Colorado Camps | Denver, CO | May 2006 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- TX
-
Total Assets Under Management15,406MILLIONS
-
Total Number of Accounts48,598ACCOUNTS
-
Average Account Value$317,017
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.