Mark W. Andrews

ANDREWS CAPITAL MANAGEMENT

CORONADO, CA 92118

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CRD#: 2546683

Professional summary

Mark Warren Andrews, CFP®, who also goes by Mark Andrews, is a registered financial advisor currently at ANDREWS CAPITAL MANAGEMENT INC located in Coronado, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Andrews

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Warren Andrews's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 18, 2002 - Present

ANDREWS CAPITAL MANAGEMENT INC

Office #1: 1224 10th Street, Suite 203, Coronado, CA 92118

RIA

CRD#: 108013

CORONADO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/18/2002)

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.

Exams

General Industry/Product Exam

Series 2

Date: 9/22/1994

Non-Member General Securities Examination

Current Firm

ANDREWS CAPITAL MANAGEMENT INC

CRD#: 108013 / SEC#: 801-64241

RIA

Registered Investment Advisory firm - (5/21/2012 Terminated)

California

Registered Investment Advisory firm - (5/18/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1224 Tenth Street, Suite 203, Coronado, CA 92118

Mailing Address

Phone number

(619) 435-8866

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 65,799,980

Red Flags

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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Mark W. Andrews

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Warren Andrews's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDREWS CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 2

Date: 9/22/1994

Current Firm

ANDREWS CAPITAL MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANDREWS CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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