Andrew Barnes is a CFP-designated registered investment advisor, based in Bakersfield, CA, with 10 years of industry experience.
Location
11601 Bolthouse Drive, Suite 120, Bakersfield, CA, 93311
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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
Andrew is the President & CIO of Entruity Wealth, LLC, dedicating nearly full-time hours to client advisory, portfolio management, relationship management, and financial planning. He also works as a fixed insurance agent and registered representative, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Entruity Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations8 states
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