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Andrew Charles Durnell

Perspective Asset Management, LLC

Westfield, IN

CRD 3127482

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Employer firm

Perspective Asset Management, LLC CRD 155699

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Perspective Asset Management, Llc

Westfield, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2010-12-03
  • IN RA
    APPROVED
    Since 2010-12-03

Branch Locations

Westfield, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perspective Asset Management, Llc Fishers IN 11/2010 Present
Previous Registrations
  • 2002-04-18 → 2010-06-07
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
    Fishers (Indianapolis), IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-14
S63 Uniform Securities Agent State Law Examination 1998-11-16
  • S65 Uniform Investment Adviser Law Examination
    1998-12-14
  • S63 Uniform Securities Agent State Law Examination
    1998-11-16
Other Names
  • Andy Durnell

View on SEC IAPD

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