Andrew Bruce Castleberry
Investment adviser representative at Trufp
10 yearsExperience
1 stateRegistered in
$421.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- TrufpJan 2019 to now
- Investment Planning AdvisorsJan 2018 to now
- Cambridge Investment Research Advisors, Inc.Jan 2018 to Jan 2019
- Cambridge Investment Research, Inc.Jan 2018 to Jan 2019
- E*trade Securities LLCApr 2017 to Nov 2017
- Edward JonesAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Trufp
Legal name: Investment Planning Advisors
$421.7MAssets managed
820Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6691690
- Firm CRD
- 299212