Unclaimed
Andrew Fairbanks is an Investment Advisor Representative registered with De Groote Financial Group, LLC in California. Andrew has been in the industry since 2023. Andrew holds the Series 65 license and has experience in the financial planning industry. De Groote Financial Group, LLC provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have a client base of over 1,000 clients and manage over $650 million in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/11/2023 - Present
DE Groote Financial Group, LLC (THOUSAND OAKS CA)
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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