AB
Andrew Barker
BESPOKE CAPITAL ADVISORS
CHARLOTTE, NC 28270
Some features on this profile are disabled
CRD#: 7915835
AB
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.
The advisor shows no other business activity.
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®
NoneExperience
Current
June 21, 2024 - Present
BESPOKE CAPITAL ADVISORS, INC.
Office #1: 10020 Monroe Road Suite 248, Charlotte, NC 28270RIA
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)
Current Firm
BC
BESPOKE CAPITAL ADVISORS, INC.
BESPOKE CAPITAL ADVISORS, INC.
CRD#: 331647 / SEC#:
North Carolina
Registered Investment Advisory firm - (6/21/2024 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
1
0
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.
