Andrew Charipar, financial advisor North Liberty IA

Andrew Charipar

CRD Number: 6635650
Current Firm: Tryon Investments, LLC

Andrew Charipar (CRD# 6635650) is an Investment Advisor Representative working at Tryon Investments, LLC in North Liberty, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cabin Securities, Inc. Overland Park, KS Jan 2018 - Current 6
Tryon Investments, LLC North Liberty, IA Apr 2016 - Current 8
Tryon Investments, LLC North Liberty, IA Jan 2016 - Current 8
Modern Equity Services LLC North Liberty, IA Aug 2016 - Dec 2017 1
Blackstone Iowa City, IA Nov 2013 - Dec 2015 2
Student Iowa City, IA Aug 2011 - Dec 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Andrew J. Charipar
Phone Number: 319-665-5050
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $191,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IA

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