Skylar Anderson (CRD# 7544806) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Edmond, OK and has 1 year of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Edmond, OK | Mar 2023 - Current | < 1 |
| Cornerstone Retirement Solutions | Edmond, OK | Jul 2021 - Current | 2 |
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Apr 2022 - Feb 2023 | < 1 |
| Zeal Development Company | Edmond, OK | Aug 2020 - Aug 2021 | 1 |
| Cypress Community Church | Denver, CO | Feb 2016 - Aug 2020 | 4 |
| Self-employed | Raleigh, NC | Aug 2011 - Apr 2020 | 8 |
| Dude Solutions | Cary, NC | Jan 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- OK
- TX
-
Total Assets Under Management4,694MILLIONS
-
Total Number of Accounts40,472ACCOUNTS
-
Average Account Value$115,988
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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