Anna Colitti, financial advisor Bakersfield CA
88 score

Anna Colitti

CRD Number: 6250196
Current Firm: Lincoln Financial Advisors Corporation

Anna Colitti (CRD# 6250196) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Bakersfield, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Cynthia Selfridge, financial advisor Bakersfield CA
Cynthia A. Selfridge
CRD# 4215878
Lincoln Financial Advisors Corporation
Score
98
Similar Advisors
Steven Barnes, financial advisor Bakersfield CA
Steven A. Barnes
CRD# 1609891
Barnes Wealth Management Group
Score
96
Similar Advisors
Steven Bowles, financial advisor Bakersfield CA
Steven M. Bowles
CRD# 1464483
Royal Alliance Associates, Inc.
Score
96
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Bakersfield, CA Mar 2014 - Current 2
Lincoln Financial Advisors Corporation Bakersfield, CA Sep 2013 - Mar 2014 < 1
Ucla Los Angeles, CA Sep 2010 - Jun 2013 2
Staffmark (to The Best Of My Knowledge) Los Angeles, CA Dec 2012 - Dec 2012 < 1
Pitney Bowes Bakersfield, CA Aug 2012 - Sep 2012 < 1
Summer Break From School Bakersfield, CA Jun 2010 - Sep 2010 < 1
Frontier High School Bakersfield, CA Sep 2006 - Jun 2010 3
Summer Break From School Bakersfield, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Anna J. Colitti
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from Anna Colitti and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.