Andrew Joseph Schexnaydre

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Loomis, CA

Previous Registrations

• 2017-08-21 → 2025-06-05
  Western International Securities, Inc.
  Petaluma, CA
  Santa Rosa, CA
  Santa Rosa, CA
  Loomis, CA
• 2007-06-28 → 2017-08-21
  Financial West Group
  San Francisco, CA
  Westlake Village, CA
  Santa Rosa, CA
  Westlake Village, CA
  Portland, OR
  Santa Rosa, CA
  Santa Rosa, CA
  San Leandro, CA
  Santa Rosa, CA
• 2007-02-15 → 2007-06-29
  Brookstreet Securities Corporation
  Santa Rosa, CA
• 2005-01-06 → 2007-01-23
  Ubs Financial Services Inc.
  Santa Rosa, CA
  Santa Rosa, CA

Other Businesses

1). 6/5/2025: Tried and True Tutoring; At reported business location(s); Other - online tutoring of students after school; Not inv. related; start date 6/5/2024; 10hrs/mo.; 0hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-05

Other Names

• Andy Schexnaydre