Andrew Luke Belcher
Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ieq Capital, LLCSep 2024 to now
- ProtivitiSep 2023 to Sep 2024
- UnemployedAug 2023 to Aug 2023
- Eureka Restaurant GroupOct 2022 to Aug 2023
- UnemployedAug 2022 to Oct 2022
- ProtivitiJun 2022 to Aug 2022
- UnemployedApr 2022 to Jun 2022
- ApprenticeJan 2022 to Apr 2022
- UnemployedDec 2021 to Dec 2021
- RytherJul 2021 to Nov 2021
- King County Medical SocietyDec 2020 to Sep 2021
- Beta Theta PiMay 2020 to Jul 2021
- UnemployedSep 2019 to May 2020
- Pagliacci PizzaMay 2018 to Sep 2019
- Middle School/high SchoolSep 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 7992775
- Firm CRD
- 301819