Michael Anderson (CRD# 5407770) is an Investment Advisor Representative working at Maranantha Financial in Ventura, CA and has over 16 years of experience in the finance industry. Michael Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Keep It Simple Financial Planning | Orange, CA | Mar 2021 - Current | 3 |
Maranantha Financial | Ventura, CA | Oct 2016 - Current | 7 |
Npb Financial Group, LLC | Burbank, CA | Sep 2015 - Oct 2016 | 1 |
Kipp Financial Group, Inc. | Ventura, CA | Sep 2015 - Oct 2016 | 1 |
Unionbanc Investment Services | Santa Barbara, CA | Oct 2013 - Sep 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management7MILLIONS
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Total Number of Accounts55ACCOUNTS
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Average Account Value$127,709
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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CA, OR
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