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Andrew Liu

Mkt Advisors LLC

Carlsbad, CA

Santa Barbara, CA

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Current Employers
Mkt Advisors Llc

2888 Loker Ave Suite 103, Carlsbad, CA 92010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-02
  • CA RA
    APPROVED
    Since 2025-12-02

Branch Locations

2888 Loker Ave Suite 103, Carlsbad, CA 92010 • United States

10 E Yanonali St, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mkt Advisors Llc Santa Barbara CA 09/2025 Present
California Wealth Advisors Santa Barbara CA 01/2025 05/2025
Ucsb Sanat Barbara CA 08/2020 05/2024
Rosewood Miramar Montecito CA 11/2024 01/2025
Kinecta Wealth Management Woodland Hills CA 07/2024 11/2024
Ritz Carlton Bacara Santa Barbara CA 12/2022 10/2024
Ucsb Recreation Santa Barbara CA 11/2021 12/2022
Unemployed N/A XX 10/2015 11/2021
Unemployed N/A XX 05/2025 09/2025
  • 09/2025 → Present
    Mkt Advisors Llc
    Santa Barbara, CA
  • 01/2025 → 05/2025
    California Wealth Advisors
    Santa Barbara, CA
  • 08/2020 → 05/2024
    Ucsb
    Sanat Barbara, CA
  • 11/2024 → 01/2025
    Rosewood Miramar
    Montecito, CA
  • 07/2024 → 11/2024
    Kinecta Wealth Management
    Woodland Hills, CA
  • 12/2022 → 10/2024
    Ritz Carlton Bacara
    Santa Barbara, CA
  • 11/2021 → 12/2022
    Ucsb Recreation
    Santa Barbara, CA
  • 10/2015 → 11/2021
    Unemployed
    N/A, XX
  • 05/2025 → 09/2025
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01
Other Names
  • Andrew Liu
  • Andrew Chi Lun Liu

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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