Peter AndersonCRD Number: 6180444
Current Firm: Raymond James Financial Services Advisors, Inc.
Peter Anderson (CRD# 6180444) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Peter Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James Financial Services Advisors Inc.||Fort Lauderdale, FL||Mar 2016 - Current||1|
|Raymond James Financial Services||Fort Lauderdale, FL||Mar 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Plantation, FL||May 2014 - Mar 2016||1|
|Veritas Wealth Advisors||Plantation, FL||Apr 2014 - Mar 2016||1|
|United Capital||Boca Raton, FL||Apr 2013 - Apr 2014||1|
|Comerica Bank||Fort Lauderdale, FL||Oct 2011 - Apr 2013||1|
|Regions Bank||Fort Lauderdale, FL||Oct 2009 - Oct 2011||2|
|Pnc Bank||Fort Lauderdale, FL||Apr 2004 - Oct 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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