AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AA

Andrew C. Allen

THE LYND GROUP ADVISORS
VENTURA, CA 93003
Some features on this profile are disabled
CRD#: 8306479
AA
Andrew Christian AllenTHE LYND GROUP ADVISORS

Professional summary

Andrew Christian Allen is a registered financial advisor currently at THE LYND GROUP ADVISORS, LLC located in Ventura, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christian Allen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 30, 2026 - Present

THE LYND GROUP ADVISORS, LLC

Office #1: 801 South Victoria Avenue Suite 105, Ventura, CA 93003
RIA
CRD#: 169664
VENTURA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2026
Uniform Investment Adviser Law Examination

Current Firm

TL
THE LYND GROUP ADVISORS, LLC
THE LYND GROUP ADVISORS, LLC | TLG WEALTH INSURANCE SERVICES | THE LYND GROUP WEALTH MANAGEMENT

CRD#: 169664 / SEC#:

California
Registered Investment Advisory firm - (1/1/2014 Approved)
Texas
Registered Investment Advisory firm - (7/8/2022 Approved)
Utah
Registered Investment Advisory firm - (7/26/2016 Approved)
Loading...

Contact information

Main Address
801 South Victoria Avenue Suite 105, Ventura, CA 93003
Mailing Address
Po Box 3695, Ventura, CA 93006
Phone number
(805) 500-7035
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE LYND GROUP ADVISORS, LLC

CRD#: 169664Ventura, CA 93003

TRUST BUT VERIFY

Monitor Andrew Allen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
CAMARILLO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.