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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Barrett is a wealth advisor at Sequoia Financial Group, LLC and Family Asset Management, LLC. Andrew is also the president of White Point Management, LLC, a consulting firm. Andrew has been in the financial services industry since 1988 and is licensed to provide investment advisory services in South Carolina. Andrew has Series 7, 24 and 63 securities licenses and holds the Series 65 investment advisor license. Andrew specializes in providing financial planning, pension consulting, and educational seminars to a variety of clients, including high net worth individuals, corporations, charitable organizations, and pooled investment vehicles. Andrew's experience and expertise make him a valuable resource for clients seeking comprehensive wealth management solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/16/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
CA
05/05/1997 - 08/25/1998
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
12/05/1988 - 09/18/1995
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 09/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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