Tanner Wrisley (CRD# 6750564) is an Investment Advisor Representative working at Anchor Bay Capital, Inc. in Carlsbad, CA and has over 6 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchor Bay Private Wealth LLC | Carlsbad, CA | Jun 2023 - Current | < 1 |
| Anchor Bay Tax & Consulting LLC | Carlsbad, CA | Jun 2022 - Current | 1 |
| Anchor Bay Capital, Inc. | Carlsbad, CA | Jan 2017 - Current | 7 |
| Anchor Bay Securities, LLC | Carlsbad, CA | Jan 2017 - Current | 7 |
| Unemployed | Carlsbad, CA | Jun 2016 - Dec 2016 | < 1 |
| Harvard University Athletic Department | Cambridge, MA | Nov 2014 - May 2016 | 1 |
| Full Time Student | Carlsbad, CA | Jan 2006 - May 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- CA
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts210ACCOUNTS
-
Average Account Value$992,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, UT, WA
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