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Andrew Calvin Barnes

ENTRUITY WEALTH, LLC·BAKERSFIELD, California
SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record11 years registeredENTRUITY WEALTH, LLC
11601 BOLTHOUSE DRIVE, SUITE 120, BAKERSFIELD, CA 93311CRD# 6056718Firm CRD# 288331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Calvin Barnes · BAKERSFIELD, CA
Registration
CRD #6056718 · ENTRUITY WEALTH, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ENTRUITY WEALTH, LLC
Jul 2017 – present
MORGAN STANLEY
Jun 2015 – Jul 2017
BAKERSFIELD, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 66
Registration record
First registered · June 25, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENTRUITY WEALTH, LLC
CRD 288331 · SEC 801-122252
AUM
$119M
Regulatory assets under management
Employees
4
641 client accounts
Services offered by ENTRUITY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ENTRUITY WEALTH, LLC →
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05

Frequently Asked Questions

What services does Andrew Calvin Barnes offer?
Andrew Calvin Barnes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Andrew Calvin Barnes's credentials?
Andrew Calvin Barnes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Calvin Barnes located?
Andrew Calvin Barnes is based in BAKERSFIELD, California, working with ENTRUITY WEALTH, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Andrew Calvin Barnes charge for services?
Andrew Calvin Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENTRUITY WEALTH, LLC?
ENTRUITY WEALTH, LLC has approximately 4 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENTRUITY WEALTH, LLC

Bradley Calvin Barnes
BAKERSFIELD, CA
CFP

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