Edward Anderson Iii, financial advisor Alexandria VA
96 score

Edward Anderson Iii

CRD Number: 5578116
Current Firm: Clearvue Financial Planning

Edward Anderson Iii (CRD# 5578116) is an Investment Advisor Representative working at Clearvue Financial Planning in Alexandria, VA and has over 6 years of experience in the finance industry. Edward Anderson Iii 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.

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Professional Designations
Company Name Location Dates Years
Clearvue Financial Planning, Llc Dba Clearvue Financial Planning Alexandria, VA May 2016 - Current 2
Clearvue Insurance Service, Llc Dba Clearvue Financial Planning Alexandria, VA May 2016 - Current 2
Cary Street Partners Fredericksburg, VA Jan 2016 - May 2016 < 1
Pnc Investments Fredericksburg, VA Nov 2013 - Dec 2015 2
Pnc Investments Pittsburgh, PA Nov 2013 - Dec 2015 2
Wells Fargo Advisors. Llc, Alexandria, VA Sep 2012 - Oct 2013 1
Edward Jones St Louis, MO Apr 2012 - Jun 2012 < 1
Anderson Athletics & Youth Development Fredericksburg, VA Jun 2011 - Mar 2012 < 1
Pnc Bank Pittsburg, PA Feb 2009 - Feb 2012 3
Merrill Lynch Fredericksburg, VA Aug 2008 - Dec 2008 < 1
Sprint Pcs Fredericksburg, VA Aug 2008 - Dec 2008 < 1
University Of Mary Washington Fredericksburg, VA Aug 2005 - Dec 2008 3
Dicks Sporting Goods Fredericksburg, VA May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Edward I. Anderson Iii
Phone Number: 703-567-0891
Firm Website: http://clearvuefp.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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