Patrick McAndrew (CRD# 4548393) is an Investment Advisor Representative working at Core Planning in La Verne, CA and has over 21 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jackson & Jackson Insurance Agents & Brokers | San Dimas, CA | Mar 2023 - Current | 1 |
Core Planning | Saint Louis, MO | Dec 2022 - Current | 1 |
Mcqueen Kalligan Insurance Services | San Diego, CA | Apr 2022 - Current | 2 |
U.s. Army Reserve | Los Alamitos, CA | Mar 1996 - Current | 28 |
Lpl Financial LLC | San Mateo, CA | Aug 2020 - Dec 2022 | 2 |
Securian Financial Services Inc. | St. Paul, MN | Jul 2020 - Sep 2020 | < 1 |
Minnesota Life | St. Paul, MN | May 2014 - Aug 2020 | 6 |
Golden Gate University | San Francsico, CA | Aug 2012 - May 2014 | 1 |
Legacy Full Circle | Fontana, CA | Aug 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
S63 | Uniform Securities State Law Examination | Nov 2002 |
- CA
- MO
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts331ACCOUNTS
-
Average Account Value$93,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, MO, OR, TX
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