Andrew
Doering

Pensionmark Financial Group, LLC

CRD#6337529
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Andrew Doering is a financial advisor based in Santa Barbara, California, working with Pensionmark Financial Group, LLC. Andrew has previously held positions at Pensionmark Retirement Group, Pensionmark Financial Group, Cetera Advisor Networks, LLC, Capfinancial Securities, LLC, and Pensionmark Securities, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Andrew is part of Pensionmark Financial Group, LLC, which operates out of Santa Barbara, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 E. Cota Street Suite 200
Santa Barbara, CA 93101

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

CA Average: $7,578,581,321
Total Number of Employees

324

CA Average: 43
Total Number of Accounts

11,973

CA Average: 3,727
Average Account Size

$3,153,743

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Doering Work History

2017 - Present (7 years)

Pensionmark Securities, LLC

2015 - Present (9 years)

Pensionmark Financial Group

2016 - 2017 (1 year)

Capfinancial Securities, LLC

2014 - 2015 (1 year)

Pensionmark Retirement Group

2014 - 2014 (< 1 year)

Cetera Advisor Networks, LLC

Created with Highcharts 6.0.7

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

Derek Holt
Lehi, UT
James Vanke
Atlanta, GA
Jaron Nemes
Burlington, VT
Clayton Boone
San Antonio, TX
Manuel Garcia
San Antonio, TX
Thomas Ming
Bakersfield, CA
Nicholas Russo
Pittsford, NY
David Gonzaga
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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