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Patrick David McAndrew

Core Planning

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About Patrick David McAndrew

Patrick McAndrew is an investment advisor representative registered with Core Planning in La Verne, CA and St. Louis, MO. Patrick has been in the industry for more than 20 years and has a wide range of experience in financial planning and portfolio management. Patrick is committed to providing clients with personalized service and a comprehensive approach to financial planning.

Firm Information

Patrick McAndrew is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Patrick McAndrew’s Registration & Firm History

CA

01/05/2023 - Present

Core Planning (La Verne CA)

CA

08/19/2020 - 12/19/2022

LPL FINANCIAL LLC (SAN MATEO CA)

CA

06/21/2014 - 09/08/2020

SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)

CA

01/06/2012 - 06/26/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (SANTA FE SPRINGS CA)

CA

05/05/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SANTA FE SPRINGS CA)

GA

12/05/2002 - 08/25/2003

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick David McAndrew.
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