Andrea Carreno
Andrea Carreno is a registered investment advisor at Ap Financial Contingency Group INC, based in Sunrise, FL, with 9 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3 clients with $36K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
Sunrise, FL
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Regulatory History
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
Andrea is a licensed insurance agent with ASH Brokerage since 2020, helping clients with life and disability insurance, dedicating a few hours per week. She also owns AP Rabbit Hole LLC, a business management and marketing company, and is a part-time piano instructor and a Florida Real Estate Sales Associate.
Employment History
Current Registrations
Ap Financial Contingency Group INC
Previous Registrations
PFS Investments INC.Broker
Miura Capital, LLCBroker
Sagepoint Financial, INC.Broker
Metlife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.