Terrence AndersonCRD Number: 5916986
Current Firm: Platform Investments, LLC
Terrence Anderson (CRD# 5916986) is an Investment Advisor Representative working at Platform Investments, LLC in Fairway, KS and has over 6 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Mariner Real Estate Management, LLC||Leawood, KS||Jan 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management469MILLIONS
Total Number of Accounts17ACCOUNTS
Average Account Value$27,561,125
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)