Garrett Anderson, financial advisor Brookeville MD
89 score

Garrett Anderson

CRD Number: 6017129
Current Firm: Lpl Financial LLC

Garrett Anderson (CRD# 6017129) is an Investment Advisor Representative working at Lpl Financial LLC in Brookeville, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Gaithersburg, MD Feb 2012 - Current 4
Lifetime Benefits LLC Gaithersburg, MD Jan 2009 - Dec 2011 2
Towson University Towson, MD Aug 2008 - Dec 2011 3
York College Of Pennsylvania York, PA Jan 2008 - Aug 2008 < 1
School Olney, MD Jan 1995 - Dec 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Garrett D. Anderson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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