Stephen AndersonCRD Number: 5103969
Current Firm: Securian Financial Services, Inc.
Stephen Anderson (CRD# 5103969) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Germantown, TN and has over 16 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Securian Financial Services Inc.||St Paul, MN||Dec 2016 - Current||5|
|Minnesota Life Insurance Co||St Paul, MN||Dec 2016 - Current||5|
|Shoemaker Financial||Germantown, TN||Dec 2016 - Current||5|
|Raymond James & Associates||Memphis, TN||Jan 2015 - Dec 2016||1|
|Park Avenue Securities||Memphis, TN||Aug 2008 - Jan 2015||6|
|Guardian Life Ins Co Of America||Memphis, TN||Aug 2008 - Jan 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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