AK
Andrew L. Kustas
WHITE PINE INVESTMENTS
Palm Desert, CA 92211
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CRD#: 4582589
AK
Professional summary
Andrew Louis Kustas is a registered financial advisor currently at WHITE PINE INVESTMENTS located in Palm Desert, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Louis Kustas'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®
NoneExperience
Current
July 1, 2009 - Present
WHITE PINE INVESTMENTS
Office #1: 78000 Fred Waring Drive Suite 201, Palm Desert, CA 92211Office #2: 60 North Main Street, Wolfeboro, NH 03894RIA
CRD#: 117992
Palm Desert, 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(2/21/2018)
IAR
Massachusetts(7/1/2009)
Current Firm
WP
WHITE PINE INVESTMENTS
KUSTAS, ANDREW LOUIS | WHITE PINE INVESTMENTS
CRD#: 117992 / SEC#:
California
Registered Investment Advisory firm - (2/21/2018 Approved)Massachusetts
Registered Investment Advisory firm - (7/1/2009 Approved)New Hampshire
Registered Investment Advisory firm - (6/26/2001 Approved)PREMIUM
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Contact information
Main Address
60 North Main Street, Wolfeboro, NH 03894
Mailing Address
Po Box 2275, Wolfeboro, NH 03894
Phone number
(603) 569-1009
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 24,000,000 |
Red Flags
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