David Anderson, financial advisor Boonville IN

David Anderson

CRD Number: 6546058
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both

David Anderson (CRD# 6546058) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chandler, IN, Newburgh, IN, Boonville, IN, Lynnville, IN and Evansville, IN and has over 3 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2023 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2023 - Current < 1
Infinex Investments, Inc. Meriden, CT Feb 2018 - Sep 2023 5
Edward Jones St. Louis, MO Aug 2015 - Feb 2018 2
Jcpenney Evansville, IN Nov 2012 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for David Anderson
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. LNB Investment Services is a trade name of the LNB Community Bank. Infinex and LNB Community Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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Data verified by both the advisor and the public regulatory data.

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