Owner And CfoInvestment Planning AdvisorsCRD 6691690
About Andrew Bruce Castleberry
Andrew Bruce Castleberry is listed as Owner And Cfo at Investment Planning Advisors in Cumming, GA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Investment Planning Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew Bruce Castleberry work?
Andrew Bruce Castleberry is listed as Owner And Cfo at Investment Planning Advisors on SEC Form ADV.
How much of Investment Planning Advisors does Andrew Bruce Castleberry own?
Form ADV reports a beneficial ownership band of 25-50%.