Andrew Prentice (CRD# 5011928) is an Investment Advisor Representative working at Prentice Financial Planning, LLC in Olympia, WA and has over 17 years of experience in the finance industry. Andrew Prentice 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.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prentice Financial Planning, LLC | Olympia, WA | Jan 2017 - Current | 7 |
| Pts Holdings LLC | Olympia, WA | Dec 2016 - Current | 7 |
| Insurance Agent, Independent, Life, Health, And Disabilty | Olympia, WA | May 2006 - Nov 2019 | 13 |
| Columbia River Advisors, LLC | Olympia, WA | Jul 2012 - Nov 2017 | 5 |
| Bliss Investments Llc - Holding Company | Olympia, WA | Nov 2016 - Apr 2017 | < 1 |
| Prentice Wealth Management, LLC | Olympia, WA | Aug 2015 - Jan 2017 | 1 |
| Bliss Investments Llc - Holding Company | Olympia, WA | Jul 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- OR
- TX
- WA
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts513ACCOUNTS
-
Average Account Value$139,337
- 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
OR, TX, WA
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