Kearney-Burch Financial Services has exciting news to share!

Andrea Crowell has passed her Series 65 exam. This is a securities license required by most states for individuals who act as investment advisor representatives.  The exam is administered by FINRA, the Financial Industry Regulatory Authority.  Her license covers rules and regulations, economic indicators, risk concepts, securities, valuations, ethics and topics such as retirement planning, portfolio management, strategies, tax considerations and fiduciary responsibilities.

Andrea is now registered with FINRA and the State of California's Department of Oversight. She can begin working in the capacity as an investment advisor representative for Kearney-Burch Financial Services, Inc. immediately.   With 12 years of KBFS working knowledge, her personal relationships with you, her youth and vitality, Andrea will certainly breathe longevity into the firm.  I personally believe she will be the perfect fit to be your future financial advisor.