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Andrea Marie Crowell

Kearney-Burch Financial Services, Inc.

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About Andrea Marie Crowell

Andrea Marie Crowell is a Registered Investment Advisor representative with Kearney-Burch Financial Services, Inc. Andrea has been in the industry since 2005 and has a Series 65 license. Andrea has specialized in financial planning, pension consulting, publication of periodicals, and portfolio management for individuals. Andrea's office is located in Bolton, Massachusetts. Andrea's current registrations are active in California and Massachusetts.

Firm Information

Andrea Crowell is currently registered with Kearney-Burch Financial Services, Inc.. Kearney-Burch Financial Services, Inc. is an investment advisor with 1 registered representative and 1 investment advisor representative. They manage $82,857,182 in regulatory assets under management for 62 accounts. The firm provides financial planning, pension consulting, publication of periodicals, and portfolio management for individuals and businesses. They have 46 individual clients, 15 high net worth individuals, and 1 corporation or other business.

$82.86M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Crowell’s Registration & Firm History

MA

12/13/2024 - Present

Kearney-Burch Financial Services, Inc. (Bolton MA)

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Licenses & Designations

IA

Issued 11/04/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Marie Crowell.
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