Austin DrakeCRD Number: 6365082
Current Firm: Sterneck Capital Management LLC
Austin Drake (CRD# 6365082) is an Investment Advisor Representative working at Sterneck Capital Management LLC in Kansas City, MO and has over 5 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Sterneck Capital Management, LLC||Kansas City Mo 64108, MO||Dec 2018 - Current||2|
|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|
|B. Riley & Company, LLC||Los Angeles, CA||Dec 2013 - Jan 2014||< 1|
|Sterneck Capital Management||Kansas City, MO||Dec 2012 - Sep 2013||< 1|
|Renaissance Financial||Kansas City, KS||Aug 2012 - Dec 2012||< 1|
|Hoover Materials Handling Group||Houston, TX||May 2012 - Aug 2012||< 1|
|Rezolve Group||Lawrence, KS||Dec 2011 - May 2012||< 1|
|Shawnee Country Club||Topeka, KS||May 2011 - Aug 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management233MILLIONS
Total Number of Accounts554ACCOUNTS
Average Account Value$420,749
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CO, FL, IL, KS, MO, NE, NJ, NY, OK, TX, UT
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