Andrew Christopher Papp
Professional Summary
Andrew Christopher Papp is a registered financial advisor currently at MINISTRY PARTNERS SECURITIES, LLC located in Glendora, California and 724 CAPITAL, LLC located in Glendora, California. Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Andrew has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Mr. Papp currently serves as 2nd Vice President, Wealth Management with Ministry Partners Securities since July 2014, and is based in Glendora. He has been a financial professional for over thirty years, with his prior experience including serving as a Registered Representative of Cetera Adviser Networks LLC from 2007 to 2014. Mr. Papp is a graduate of University of California, Davis, where he earned a Bachelors of Science in Agricultural Economics and Business Management in...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
Contact Information
Main Address
Lansing, MIPhone Number
(517) 256-4319# of Employees
15SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,912AUM (Assets Under Management)
$258,852,426Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
State Registrations and Notice Filings
(9/5/2014)
(8/6/2014)
(8/6/2014)
(8/6/2014)
(8/6/2014)
(7/24/2024)
(8/1/2024)
(11/11/2016)
(3/25/2015)
(9/26/2023)
(2/25/2020)
(10/8/2014)
(8/7/2014)
(8/6/2014)
(10/2/2017)
(8/6/2014)
(8/7/2014)
(3/19/2026)
(8/6/2014)
(8/6/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Christopher Papp's CRS (Customer Relationship Summary).
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