Andrew WilliamsCRD Number: 5999669
Current Firm: Petix & Botte Financial
Andrew Williams (CRD# 5999669) is an Investment Advisor Representative working at Petix & Botte Financial in La Mesa, CA and has over 5 years of experience in the finance industry. Andrew Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Petix & Botte Financial||La Mesa, CA||May 2014 - Current||3|
|Lpl Financial LLC||La Mesa, CA||Jun 2012 - Current||5|
|Tax & Financial Services Company, Inc.||La Mesa, CA||Jan 2010 - Current||8|
|San Diego State University||San Diego, CA||Sep 2010 - May 2012||1|
|Petix&botte Financial||La Mesa, CA||Dec 2009 - May 2012||2|
|Sycuan Resort||El Cajon, CA||Apr 2004 - Apr 2012||8|
|Cuyamaca College||El Cajon, CA||Sep 2006 - Sep 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management140MILLIONS
Total Number of Accounts405ACCOUNTS
Average Account Value$345,679
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, TX
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