Andrew
Barnes
Entruity Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Barnes is a financial advisor based in Bakersfield, California, with 6 years of relevant experience. Barnes works at Entruity Wealth, LLC. Over the course of their career, they have held roles at Morgan Stanley, California State University, Bakersfield, Entruity Wealth, LLC and Purshe Kaplan Sterling Investments, Inc. Barnes maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and can work in California and Texas. Entruity Wealth, LLC is an advisory firm operating out of Bakersfield, CA. It administers $106 million in assets under management across its 638 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 638 customer accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Entruity Wealth, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually depend on the type of services offered. Fee types billed by Entruity Wealth, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Entruity Wealth, LLC Brokerage Details
$106,342,503
4
638
$166,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Barnes Work History
Andrew has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments, Inc
Entruity Wealth, LLC
Purshe Kaplan Sterling Investments, Inc
Morgan Stanley
Morgan Stanley
California State University, Bakersfield
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Entruity Wealth, LLC
Bakersfield, CA
Bakersfield, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
