Andrew Williamson
Professional Summary
Andrew Williamson, who also goes by Andrew David Williamson, is a registered financial advisor currently at FALLBROOK CAPITAL SECURITIES CORP. located in Calabasas, California. Andrew is registered as a RR (Registered Representative) and started their career in finance in 2001. Andrew has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew David Williamson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CALABASAS CAPITAL | FALLBROOK CAPITAL SECURITIES CORP. | FALLBROOK CAPITAL CORPORATION
Contact Information
Main Address
26610 Agoura Road Suite 120, Calabasas, CA 91302Mailing Address
26610 Agoura Road Suite 120, Calabasas, CA 91302Phone Number
(818) 657-6100Established
Florida since 08/04/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/2/2019)
(1/23/2018)
(9/6/2022)
(5/19/2022)
(3/3/2026)
(2/23/2022)
(2/23/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrew Williamson's CRS (Customer Relationship Summary).
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