Andrew Bernell, financial advisor Los Angeles CA

Andrew Bernell

CRD Number: 6371978
Current Firm: Century Park Wealth Management, LLC

Andrew Bernell (CRD# 6371978) is an Investment Advisor Representative working at Century Park Wealth Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry. Andrew Bernell 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.

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Professional Designations
Company Name Location Dates Years
Century Park Wealth Management, LLC Los Angeles, CA Jul 2021 - Current 2
Cruden Bay Investment Management, LLC Westlake Village, CA Jun 2019 - Aug 2021 2
Ubs Financial Services Inc. Los Angeles, CA Jul 2014 - May 2019 4
The Williard Law Firm, LP Houston, TX Nov 2012 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Andrew Bernell
Phone Number: 713-822-0146
Registered State(s):
  • CA
Current Firm Details
Century Park Wealth Management, LLC
Firm's CRD Number: 316287
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $191,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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