Patrick Mcandrew is a registered investment advisor, based in La Verne, CA, with 19 years of industry experience.
Location
La Verne, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is a platoon sergeant in the US Army Reserve since 1996. He is also an insurance agent for McQueen Kalligan Insurance Services (minimal time) and Jackson & Jackson Insurance Agents & Brokers (about 10-20% of his time).
Employment History
Previous Registrations
Core Planning
January 2023 - December 2025 · 2 yrs 11 mos
LPL Financial LLC
August 2020 - December 2022 · 2 yrs 4 mos
LPL Financial LLCBroker
August 2020 - December 2022 · 2 yrs 4 mos
Securian Financial Services, INC.
May 2015 - September 2020 · 5 yrs 4 mos
Securian Financial Services, INC.Broker
June 2014 - September 2020 · 6 yrs 3 mos
Transamerica Financial Advisors, INCBroker
January 2012 - June 2012 · 5 mos
Investment Advisors International, INC.
November 2007 - December 2009 · 2 yrs 1 mo
World Group Securities, INC.Broker
May 2005 - January 2012 · 6 yrs 8 mos
World Group Securities, INC.Broker
December 2002 - August 2003 · 8 mos
State Registrations1 state
MO
Advisor
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Exams
No exam information available for this advisor.