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Andrew Burton Labas

Andrew Burton Labas

AIF®, CFP®
IGNITE PLANNERS
Corinth, MS
·CRD# 4605288·23 years experience

Professional Summary

Andrew Burton Labas, AIF®, CFP®, who also goes by Andrew Labas, is a registered financial advisor currently at IGNITE PLANNERS LLC located in Corinth, Mississippi. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Labas

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2006

Years of Experience

23 years in the financial services industry

Current & Past Employments

IGNITE PLANNERS LLC·CRD# 289797
RIA
409 Cruise Street, Corinth, MS 38834
January 11, 2018 - Present
STONEX SECURITIES INC.·CRD# 18456
BD
Corinth, MS
August 24, 2018 - September 19, 2024
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Corinth, MS
November 1, 2017 - August 30, 2018
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Corinth, MS
November 1, 2017 - August 30, 2018
GIRARD SECURITIES, INC.·CRD# 18697
RIA
Corinth, MS
February 17, 2006 - November 1, 2017
GIRARD SECURITIES, INC.·CRD# 18697
BD
Corinth, MS
February 17, 2006 - November 1, 2017
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Atlanta, GA
February 11, 2003 - March 13, 2006
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
December 19, 2002 - March 13, 2006

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Current Firm

IP
IGNITE PLANNERS LLC

ATLAS INVESTMENT MANAGEMENT | ZIZZO WEALTH PLANNING LLC | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - SEC (11/13/2017 Approved)

Contact Information

Main Address

109 E. Escalones, San Clemente, CA 92672

Phone Number

(619) 504-1907

# of Employees

38

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,614

AUM (Assets Under Management)

$1,136,946,561

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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.

1)Cruise Street Management 409 Cruise Street Start Date: 12/31/1999 Title: Managing Member NON-Investment Related Nature: Real Estate Management Duties: Managing Apartments, Farm and Timberland Approximately 10 hours per month spent on OBA. Approximately 5 hours per month spent during market hours. Compensation: Yearly rent distribution and timber sales 2) First Presbyterian Church EPC 919 E. Shiloh Road, Corinth, MS 38834 Serving the Church ministry and Administration Non-investment related Board of Deacons Aiding in determining church policy and admin as well as in congregational care 5 hours spent per month and .5 hours during market hours 3)BMF LLC 409 Cruise Street, Corinth, MS 38834 Property Management Non-investment related Owner Maintain and operate rental property04/15/2015 2 hours spent per month; 0 hours during market hours 4)Cooley and Labas Financial Advisors LLC Title: Owner YES-Investment Related Nature: DBA for our financial advisory practice Duties: Management, operations and all related activities with our financial advisory practice Approximately 160 - 200 hours per month spent on OBA 5) Trustee on the three following accounts held with Ignite Planners at Schwab - Barbara Jane Jefferson Trust, Betty Grace Jefferson Trust, Atkins Family Trust Serves as the trustee on my nieces accounts Barbara Jane Jefferson Trust, Betty Grace Jefferson Trust. The other trust is a testamentary trust established for education accounts after a family member died Atkins Family Trust. Investment Related" Non-Invested Related Position: Trustee Duties: Serve as trustee only Start Date: 02/24/2011 Approximate Hours Devoted to Business: 0 Approximate Hours Devoted to Business during Market Hours: 0 6) CORINTH GAS AND WATER BOARD 305 WEST WALDRON STREET, CORINTH, MS 38834 NATURE OF BUSINESS: SETTING POLICY AND MAKING MANAGEMENT AND STRATEGIC BUSINESS DECISIONS IN REGARD TO THE CONSTRUCTION, DEVELOPMENT, DISTRIBUTION AND GENERAL OPERATIONS FOR THE DELIVERY OF NATURAL GAS AND WATER TO THE RESIDENTS AND BUSINESSES IN CORINTH AND ALCORN COUNTY, MS. INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: BOARD MEMBER BUSINESS DUTIES: THERE IS A MEETING ONCE PER MONTH AND I AM GIVEN A PACKET TO STUDY BEFORE PRESENTING IDEAS FOR DISCUSSION WITH THE OTHER BOARD MEMBERS ON THE DELIVERY AND DISTRIBUTION OF NATURAL GAS AND WATER BUSINESS START DATE: 01/19/2021 APPROXIMATELY 4 HOURS SPENT ON THIS OBA MONTHLY WITH ZERO DURING MARKET HOURS. 7) Board Member of the EDC (Economic Development Commission) a sub-committee of the Alliance Nature of Business: The Economic Development Council???s (EDC) core mission is job retention and creation. The EDC thinks and plans strategically to position our community and leverage its assets to meet the needs of existing and prospective businesses. Economic growth is the EDC???s top priority. Investment Related: No Business Position: Board Member of the EDC (Economic Development Commission) a sub-committee of the Alliance Business Duties: Board Member Discussion and decision making for job retention and creation in the Corinth and Alcorn County area. Approximately 1.5 hours spent on this OBA with 1 hour spent on this OBA monthly during market hours. 8) BMF Wings LLC; Non-Investment Related; 409 Cruise Street Corinth, MS 38834; Private Plane Rental; Owner; Start Date: 04/01/2024; 1-5 hours per month devoted to business; 0 hours during security trading hours; LLC owns and operates an airplane that people can rent for short flights.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IGNITE PLANNERS LLC

ATLAS INVESTMENT MANAGEMENT | ZIZZO WEALTH PLANNING LLC | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - SEC (11/13/2017 Approved)

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.
IAR
California
(1/11/2018)
IAR
Mississippi
(1/26/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2002About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2007About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Burton Labas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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