Andrea
Easterling

Fruitful

CRD#6636089
Investment Advisor
in Portland, OR

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About this Advisor

Andrea Easterling is a financial advisor based in Portland, Oregon, working with Fruitful. Andrea has previously held positions at Raymond James Financial Services, Inc, Kruse Woods Financial Partners, Pearson Financial Group, Buffalo Wild Wings, Chase Bank, Raymond James Financial Services Advisors Inc, Kms Financial Services, Inc, Retirement Consulting Group, Cable Hill Partners, LLC, Mercer Global Advisors Inc, and Pattern Advisors LLC. Andrea has passed the Series 66 regulatory exam and is registered to provide services in California and New York. Currently, Andrea is part of Fruitful, which operates out of Portland, Oregon. The firm has 29 employees and manages assets totaling $1.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fruitful includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Portland, OR

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Fruitful Brokerage Details

Total Assets Under Management

$1,384,519

OR Average: $7,464,549,021
Total Number of Employees

29

OR Average: 88
Total Number of Accounts

89

OR Average: 3,892
Average Account Size

$15,556

OR Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Andrea Easterling Work History

2023 - Present (1 year)

Pattern Advisors LLC

2022 - 2023 (1 year)

Mercer Global Advisors Inc

2019 - 2022 (3 years)

Cable Hill Partners, LLC

2018 - 2019 (1 year)

Kms Financial Services, Inc

2018 - 2019 (1 year)

Retirement Consulting Group

2017 - 2018 (1 year)

Raymond James Financial Services Advisors Inc

2016 - 2018 (2 years)

Raymond James Financial Services, Inc

2016 - 2018 (2 years)

Kruse Woods Financial Partners

2016 - 2016 (< 1 year)

Pearson Financial Group

2015 - 2016 (1 year)

Buffalo Wild Wings

2013 - 2015 (2 years)

Chase Bank

Disclosures

Please visit the SEC profile of Andrea Easterling 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 Fruitful

Waris Rahemtulla
New York, NY
Rebecca Palmer
New York, NY
Mckenna Wieser
New York, NY
Colin Bishop
Columbus, OH
Durriya Pierce
New York, NY
Paige Clausen
New York, NY
Andrew Rotz
New York, NY
Naima Bush
Falls Church, VA

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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