Derrick
Andrews
Mariner Independent Advisor Network, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Derrick Andrews is a certified financial planner based in Auburn, California with a total of 7 years of industry experience. Andrews is on the advisory team at Mariner Independent Advisor Network, LLC. During their career, Andrews has held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Strategic Wealth Advisors Group. Andrews maintains a Series 63 license, certifying them as a securities broker, and can advise clients in California. Mariner Independent Advisor Network, LLC is a registered investment business operating out of Leawood, KS. The firm has offices in 94 locations and a total of 237 advisors. It controls $6 billion in total assets among its 24,608 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 73 charitable organizations. Of its 24,608 accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. Fees billed by Mariner Independent Advisor Network, LLC may include any combination of 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.
Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
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
Derrick has been registered as a financial advisor for 7 years.*
Strategic Wealth Advisors Group
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
*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 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 Advisor Network, LLC
San Jose, CA
Grass Valley, CA
San Ramon, CA
Danville, CA
Windsor, CA
Roseville, CA
Stanford, CA
Corona, 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.
