Alan Anderson, financial advisor Atlanta GA
96 score

Alan Anderson

CRD Number: 5436043
Current Firm: Carlyle Wealth Planning

Alan Anderson (CRD# 5436043) is an Investment Advisor Representative working at Carlyle Wealth Planning in Atlanta, GA and has over 8 years of experience in the finance industry. Alan 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.

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Professional Designations
Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Jul 2016 - Current < 1
Carlyle Wealth Planning, Inc. Atlanta, GA Apr 2009 - Current 7
Vsr Financial Services, Inc. Overland Park, KS Oct 2011 - Jul 2016 4
Vsr Advisory Services Overland Park, KS Oct 2011 - Jul 2016 4
Smh Capital Inc. Houston, TX Oct 2007 - Oct 2011 4
Capmark Finance Inc. Atlanta, GA Mar 2001 - Oct 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Alan A. Anderson
Phone Number: 770-956-8775
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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

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