Derrick
Andrews

Mariner Independent

CRD#1852661
Investment Advisor
in Auburn, CA

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About this Advisor

Derrick Andrews is a financial advisor based in Auburn, California, working with Mariner Independent. Derrick has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.) and Strategic Wealth Advisors Group. Derrick has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Derrick is part of Mariner Independent, which operates out of Auburn, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Auburn Folsom Road Suite 200
Auburn, CA 95603

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

CA Average: $2,243,162,756
Total Number of Employees

184

CA Average: 44
Total Number of Accounts

27,977

CA Average: 4,091
Average Account Size

$291,190

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Derrick Andrews Work History

2016 - Present (9 years)

Strategic Wealth Advisors Group

2005 - Present (20 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

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Disclosures

Please visit the SEC profile of Derrick Andrews 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 Mariner Independent

Adeline Bellot
Palo Alto, CA
Vladislav Avdeyuk
Sacramento, CA
Cory Leckie
Corona, CA
Chad Faul
Walnut Creek, CA
Hector Garza
San Jose, CA
Brennan Kurtela
Stanford, CA
Jacob Whitaker
Sacramento, CA
Eric Green
Spokane, WA

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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