Jeffrey AndersonCRD Number: 6573377
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jeffrey Anderson (CRD# 6573377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 7 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Bellevue, WA||Dec 2015 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bellevue, WA||Oct 2015 - Current||7|
|Unemployed||Everett, WA||Aug 2015 - Oct 2015||< 1|
|Electric Mirror, LLC||Everett, WA||Jan 2014 - Aug 2015||1|
|Vaughan Premier, Ltd.||Arlington, WA||Aug 2012 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2016|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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