Andrew Kirchner (CRD# 6298081) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5598677
Mai Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zrc Wealth Management, LLC | Walnut Creek, CA | Dec 2020 - Current | 3 |
| Unemployed | Benicia, CA | Aug 2020 - Nov 2020 | < 1 |
| City Of Vallejo | Vallejo, CA | Jan 2020 - Aug 2020 | < 1 |
| Unemployed | Benicia, CA | Apr 2019 - Jan 2020 | < 1 |
| Assetmark Financial, Inc. | Concord, CA | Mar 2019 - Apr 2019 | < 1 |
| Unemployed | Benicia, CA | Jan 2019 - Mar 2019 | < 1 |
| Envestnet | Chicago, IL | Jan 2018 - Dec 2018 | < 1 |
| Fdx Advisors, Inc. | Sacramento, CA | Dec 2015 - Dec 2017 | 2 |
| Unemployed | Benicia, CA | Apr 2015 - Nov 2015 | < 1 |
| Scf Investment Advisors, Inc. | Fresno, CA | May 2014 - Apr 2015 | < 1 |
| Scf Securities, Inc. | Fresno, CA | Feb 2014 - Apr 2015 | 1 |
| Scf Securities, Inc. | Fresno, CA | Feb 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- CA
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts825ACCOUNTS
-
Average Account Value$587,999
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, OR, TX
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