Andrew B. Labas
IGNITE PLANNERS LLC
Corinth, MS 38834
Some features on this profile are disabled
CRD#: 4605288
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Labas
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Burton Labas'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®
Start date: 2006
Experience
Current
January 11, 2018 - Present
IGNITE PLANNERS LLC
Office #1: 409 Cruise Street, Corinth, MS 38834RIA
CRD#: 289797
Corinth, MS
Past
August 24, 2018 - September 19, 2024
STONEX SECURITIES INC.
BD
CRD#: 18456
Corinth, MS
Past
November 1, 2017 - August 30, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CORINTH, MS
Past
November 1, 2017 - August 30, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CORINTH, MS
Past
February 17, 2006 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
CORINTH, MS
Past
February 17, 2006 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
CORINTH, MS
Past
February 11, 2003 - March 13, 2006
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ATLANTA, GA
Past
December 19, 2002 - March 13, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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 | 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 - (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.Highlighted states indicate IAR registrations
IAR
California(1/11/2018)
IAR
Mississippi(1/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | 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 - (11/13/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,892 |
| AUM (Assets Under Management) | $ 941,775,371 |
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.
