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Patrick David McAndrew

Investment Adviser Representative at CORE PLANNING

La Verne, CACRD #4548393Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick David Mcandrew has worked in the securities industry since 2006. They are registered to provide investment advisory services in Missouri.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Missouri
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/18/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 11/25/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/18/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/4/2002
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 2/6/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORE PLANNINGCurrent
1/5/2023La Verne, CA
LPL FINANCIAL LLC
8/19/202012/19/2022San Mateo, CA
SECURIAN FINANCIAL SERVICES, INC.
5/6/20159/8/2020San Mateo, CA
INVESTMENT ADVISORS INTERNATIONAL, INC.
11/2/200712/9/2009Chino Hills, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick David McAndrew has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Patrick David McAndrew - Financial Advisor in La Verne, CA | AdvisorFinder