Andrew Fairbanks, financial advisor Thousand Oaks CA

Andrew Fairbanks

CRD Number: 7783995
Current Firm: De Groote Financial Group, LLC

Andrew Fairbanks (CRD# 7783995) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
De Groote Financial Group Thousand Oaks, CA Jul 2023 - Current < 1
Godspeak Calvary Chapel Thousand Oaks, CA Aug 2022 - Jun 2023 < 1
Student Jacksonville, OR Aug 2021 - Aug 2022 1
Microvellum Software Central Point, OR Feb 2020 - Aug 2021 1
Student Jacksonville, OR Jul 2013 - Feb 2020 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2023
Contact Info for Andrew Fairbanks
Phone Number: (805) 230-0111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    648
    MILLIONS
  • Total Number of Accounts
    1,981
    ACCOUNTS
  • Average Account Value
    $327,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AZ, CA, FL, IL, LA, MA, NH, NV, OR, TX

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