Andrew
Doering
Pensionmark Financial Group, LLC
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About this Advisor
Andrew Doering is a financial advisor who works out of Santa Barbara, California with 7 years of industry experience. Doering is an advisor for Pensionmark Financial Group, LLC. Their career trajectory has included roles at Pensionmark Retirement Group, Pensionmark Financial Group, Cetera Advisor Networks, LLC, Full Time-Student At Ucsb, Capfinancial Securities, LLC and Pensionmark Securities, LLC. Doering maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Pensionmark Financial Group, LLC is an advisory firm that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 financial advisors. It oversees $27 billion in total assets across its 7,380 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 142 charities and foundations. Of its 7,380 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of services. However, fee types charged by Pensionmark Financial Group, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Doering Work History
Andrew has been registered as a financial advisor for 7 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group
Capfinancial Securities, LLC
Pensionmark Retirement Group
Cetera Advisor Networks, LLC
Full Time-Student At Ucsb
*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 Doering 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 Pensionmark Financial Group, LLC
Fort Mill, SC
Los Angeles, CA
Brentwood, TN
San Mateo, CA
Saint Petersburg, FL
Santa Barbara, CA
Madison, WI
South Burlington, VT
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.
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