Andrew Fairbanks, financial advisor Modesto CA
90 score

Andrew Fairbanks

CRD Number: 6087302
Current Firm: Lpl Financial LLC

Andrew Fairbanks (CRD# 6087302) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Sacramento, CA Dec 2012 - Current 4
Golden 1 Credit Union Sacramento, CA Aug 2011 - Current 5
Unemployed Sacramento, CA Apr 2011 - Aug 2011 < 1
Dedicated Media San Francisco, CA Jan 2011 - Apr 2011 < 1
Daily Journal Corporation San Francisco, CA May 2007 - Jan 2011 3
Friends Of The San Francisco Public Library San Francisco, CA Nov 2003 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Andrew R. Fairbanks
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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