Austin Drake (CRD# 6365082) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 8 years of experience in the finance industry. Austin Drake 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# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterneck Capital Management, LLC | Kansas City Mo 64108, MO | Dec 2018 - Current | 5 |
| Fbr Capital Markets & Company | Los Angeles, CA | Nov 2017 - Dec 2018 | 1 |
| B. Riley & Company, LLC | Los Angeles, CA | Jun 2014 - Nov 2017 | 3 |
| Unemployed | Topeka, KS | May 2014 - Jun 2014 | < 1 |
| University Of Kansas | Lawrence, KS | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- MO
- NE
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts629ACCOUNTS
-
Average Account Value$404,724
- A percentage of assets under your management
- 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
- Other
AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX, UT
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