Andrew Derrenbacker (CRD# 7405007) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry. Andrew Derrenbacker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3238878
Ameriprise Financial Services, LLC
CRD# 5091095
Ameriprise Financial Services, LLC
CRD# 6121933
Rialto Wealth Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Burns & Company, Inc. | Dewitt, NY | Jun 2018 - Current | 5 |
| J.w. Burns & Company, Inc. | Dewitt, NY | Dec 2014 - May 2018 | 3 |
| Colgate University | Hamilton, NY | Aug 2014 - May 2018 | 3 |
| The Nottingham Senior Living Facility | Syracuse, NY | Jan 2013 - Aug 2014 | 1 |
| Christian Brothers Academy | Syracuse, NY | Aug 2010 - Jun 2014 | 3 |
- NY
- TX
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Total Assets Under Management802MILLIONS
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Total Number of Accounts1,270ACCOUNTS
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Average Account Value$631,404
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA
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