Andrew Corry Beckstrand
Also appears in the source record as: Andrew Beckstrand
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 4Series 24Series 66
- Registered states (1)
- California
- Years in the industry (source record)
- 8
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Charles Schwab & Co., Inc.
- Firm CRD
- 5393
- SEC number
- 801-29938
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
- Phone
- 415-667-7000
- Firm location
- San Francisco, CA, 94105
Employment history (13)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Td Ameritrade, Inc.San Diego, CA · BC capacityNov 1, 2022 → Dec 31, 2023
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Fidelity Personal And Workplace AdvisorsSan Diego, CA · IA capacityNov 26, 2021 → Sep 21, 2022
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Fidelity Brokerage Services LLCWestlake, TX · BC capacityOct 5, 2021 → Sep 19, 2022
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Sorrento Pacific Financial, LLCSan Diego, CA · IA capacityFeb 25, 2020 → Aug 31, 2021
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Sorrento Pacific Financial, LLCSan Diego, CA · BC capacityFeb 25, 2020 → Aug 31, 2021
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Cuso Financial Services, L.P.San Diego, CA · IA capacityNov 28, 2018 → Aug 31, 2021
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Cuso Financial Services, L.P.San Diego, CA · BC capacityNov 26, 2018 → Aug 31, 2021
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E*trade Capital Management, LLCSan Diego, CA · IA capacityJun 26, 2018 → Nov 29, 2018
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E*trade Securities LLCSan Diego, CA · BC capacityApr 19, 2018 → Nov 29, 2018
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.