Andrea Crowell (CRD# 5045099) is an Investment Advisor Representative working at Kearney-burch Financial Services, Inc. in San Ramon, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kearney-burch Financial Services, Inc. | San Ramon, CA | May 2018 - Current | 5 |
| Kearney-burch Financial Services | San Ramon, CA | Sep 2005 - Apr 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$1,167,759
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA
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