Andrew Massey Cole
Investment adviser representative at Bip Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Bip Wealth, LLCApr 2026 to now
- Blue TrustJan 2023 to Apr 2026
- Blumark Finanical AdvisorsNov 2022 to Jan 2023
- Liberty UniveristyAug 2022 to May 2023
- Ronald Blue TrustJun 2021 to Aug 2021
- Samford UniversityAug 2018 to Aug 2022
- Brookstone SchoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 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
- 7662925
- Firm CRD
- 143208