Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Yoon Bucher is an investment advisor representative at Trinity Capital Management, LLC. Andrew has been in the industry since September 2006. Andrew is registered with the state of California and Washington. Andrew specializes in Financial Planning and Portfolio Management for Individuals. Andrew is a Series 65 licensed advisor and has passed the Uniform Investment Adviser Law Examination. Andrew has a background in working with Charitable Organizations, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, and Individuals Other Than High Net Worth. Andrew has a history of working with clients at Trinity Capital Management, LLC in Santa Barbara, CA.
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.
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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WA
12/05/2007 - Present
Trinity Capital Management, LLC (SEATTLE WA)
IA
Issued 06/10/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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