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Andrew Barker

Bespoke Capital Advisors, Inc.

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About Andrew Barker

Andrew Barker is a registered Investment Advisor Representative with Bespoke Capital Advisors, Inc. in Charlotte, NC. Andrew Barker has been in the financial services industry for over 11 years and has experience in providing financial planning and portfolio management services to individuals. Andrew Barker holds the Series 65 license.

Firm Information

Andrew Barker is currently registered with Bespoke Capital Advisors, Inc.. Bespoke Capital Advisors, Inc. is an investment advisor that provides financial planning and portfolio management services to individuals. The firm has one investment adviser representative and is headquartered in [Location of Main Office].

Not reported

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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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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Andrew Barker’s Registration & Firm History

NC

06/21/2024 - Present

Bespoke Capital Advisors, Inc. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Barker.
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