linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Williams

Petix & Botte Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Williams

Andrew Williams is a financial advisor with over 11 years of experience in the financial industry. Andrew holds a Series 7 and Series 66 license. Andrew is also a Certified Financial Planner. Andrew is registered to offer financial advice in 27 states. Andrew is affiliated with Petix & Botte Financial, a firm based in La Mesa, CA. The firm has approximately $330 million in regulatory assets under management. Petix & Botte Financial provides financial planning services to individuals, high-net-worth individuals, and businesses.

Firm Information

Andrew Williams is currently registered with Petix & Botte Financial. Petix & Botte Financial is a registered investment advisor located in LA MESA, CA. The firm manages approximately $330 million in assets for 731 clients. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm serves high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit sharing plans.
Petix & Botte Financial

7777 ALVARADO ROAD

LA MESA, CA 91942

$330.00M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Williams’s Registration & Firm History

CA

01/23/2024 - Present

Petix & Botte Financial (LA MESA CA)

Not sure if Andrew Williams is right for you?

Licenses & Designations

BOTH

Issued 10/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Williams.
Not sure if Andrew Williams is right for you?