Kevin AndersonCRD Number: 3100328
Current Firm: Foresters Equity Services, Inc.
Kevin Anderson (CRD# 3100328) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Ellisville, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Foresters Equity||San Diego, CA||Dec 2014 - Current||2|
|Self-employed||Prospect, KY||Nov 2007 - Dec 2014||7|
|Regal Investment Advisors LLC||Kentwood, MI||Nov 2013 - Oct 2014||< 1|
|Cambridge Legacy Advisors||Dallas, TX||Jun 2011 - Nov 2013||2|
|Cambridge Legacy Securities, LLC||Dallas, TX||Jun 2011 - Apr 2012||< 1|
|Lincoln Financial Securities Corporation||Louisville, KY||Aug 2010 - Jun 2011||< 1|
|Advantage Investment Management||Louisville, KY||Aug 2010 - Jun 2011||< 1|
|Self-employed||Prospect, KY||Apr 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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, VI, VT, WA, WI, WV