Andrew
Barnes
Entruity Wealth, LLC
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About this Advisor
Andrew Barnes is a financial advisor based in Bakersfield, California, working with Entruity Wealth, LLC. Andrew has previously held positions at Morgan Stanley, California State University, Bakersfield, Entruity Wealth, LLC, and Purshe Kaplan Sterling Investments, Inc. Andrew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and Texas. Currently, Andrew is part of Entruity Wealth, LLC, which operates out of Bakersfield, California. The firm has 4 employees and manages assets totaling $119.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Entruity Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Entruity Wealth, LLC Brokerage Details
$119,307,988
4
641
$186,128
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
Purshe Kaplan Sterling Investments, Inc
Entruity Wealth, LLC
Purshe Kaplan Sterling Investments, Inc
Morgan Stanley
Morgan Stanley
California State University, Bakersfield
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
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