Andrew Barker

BESPOKE CAPITAL ADVISORS

CHARLOTTE, NC 28270

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CRD#: 7915835

Professional summary

Andrew Barker is a registered financial advisor currently at BESPOKE CAPITAL ADVISORS, INC. located in Charlotte, North Carolina.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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.

A Textiles, Ltd.; not investment related; Charlotte, NC 28270; Owner/President since 02/2013; wholesale trade company; 50 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Barker'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®

None

Experience

Current

June 21, 2024 - Present

BESPOKE CAPITAL ADVISORS, INC.

Office #1: 10020 Monroe Road Suite 248, Charlotte, NC 28270

RIA

CRD#: 331647

CHARLOTTE, NC

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

North Carolina
(6/21/2024)

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

State Security Law Exam

IAR

Series 65

Date: 3/22/2024

Uniform Investment Adviser Law Examination

Current Firm

BESPOKE CAPITAL ADVISORS, INC.

CRD#: 331647 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/21/2024 Approved)

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Contact information

Main Address

10020 Monroe Road Suite 248, Charlotte, NC 28270

Mailing Address

Phone number

(828) 228-4279

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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