Jeffrey AndersonCRD Number: 2005377
Current Firm: Calton & Associates, Inc.
Jeffrey Anderson (CRD# 2005377) is an Investment Advisor Representative working at Calton & Associates, Inc. in Akron, OH and has over 18 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Calton & Associates, Inc.||Akron, OH||Jul 2011 - Current||6|
|Anderson, Anderson Associates||Uniontown, OH||Sep 1989 - Current||28|
|Regal Securities||Akron, OH||Jan 2009 - Jul 2011||2|
|Regal Advisory Services||Akron, OH||Jan 2009 - Jul 2011||2|
|Synergy Investment Group, LLC||Charlotte, NC||Oct 2008 - Nov 2008||< 1|
|Financial Network Inv. Corp.||Akron, OH||Nov 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management416MILLIONS
Total Number of Accounts2,834ACCOUNTS
Average Account Value$146,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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