Andrew Christensen
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Christensen is an investment adviser representative with Charles Schwab & Co., Inc. in Santa Barbara, CA, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Pacific Select Distributors, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- South County Referee AssociationJan 2013 – Jan 2017Trabuco Canyon, CA
- Tiki HutJun 2019 – Apr 2020San Luis Obispo, CA
- Alta MarketingApr 2020 – Jul 2020Tulsa, OK
- San Luis Obispo Country ClubApr 2022 – Aug 2022San Luis Obispo, CA
- Pacific LifeFeb 2023 – May 2025Newport Beach, CA
- Cal Poly San Luis ObispoFeb 2017 – May 2019San Luis Obispo, CA
- Full Time EducationAug 2020 – Mar 2022San Luis Obispo, CA
- UnemployedAug 2022 – Feb 2023Trabuco Canyon, CA
- Charles Schwab & Co., Inc.Jun 2025 – no end date reportedSanta Barbara, CA
- Charles Schwab Bank, SSBJun 2025 – no end date reportedSanta Barbara, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Santa Barbara, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Christensen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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