Unclaimed Profile

Andrew Williams

PETIX & BOTTE COMPANY·LA MESA, California

SIE, Series 7, Series 66CFPClean record13 years registeredPETIX & BOTTE COMPANY

7777 ALVARADO ROAD, LA MESA, CA 91942CRD# 5999669Firm CRD# 170020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Williams · LA MESA, CA

Registration

CRD #5999669 · PETIX & BOTTE COMPANY · 13 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2025 – present

PETIX & BOTTE FINANCIAL

Jan 2024 – present

PETIX & BOTTE FINANCIAL

May 2014 – Dec 2023

LA MESA, CA

LPL FINANCIAL LLC

Oct 2012 – Oct 2015

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 5, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETIX & BOTTE COMPANY

CRD 170020 · SEC 801-79597

AUM

$330M

Regulatory assets under management

Employees

731 client accounts

Services offered by PETIX & BOTTE COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETIX & BOTTE COMPANY →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LA MESA?

Browse all registered financial advisors in LA MESA, California or claim this profile if it's yours.

Browse LA MESA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Williams offer?

Andrew Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA MESA, California for a consultation.

What are Andrew Williams's credentials?

Andrew Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Williams located?

Andrew Williams is based in LA MESA, California, working with PETIX & BOTTE COMPANY. Their office serves clients in the LA MESA metropolitan area and surrounding communities.

How does Andrew Williams charge for services?

Andrew Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETIX & BOTTE COMPANY?

PETIX & BOTTE COMPANY has approximately 3 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →