Robert Anderson (CRD# 7172490) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Glen Rock, PA and has over 3 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imagine Financial | Glen Rock, PA | Jan 2023 - Current | 1 |
| United States Air Force Reserves | Robins Afs, GA | Jan 2023 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2023 - Current | 1 |
| Madison Avenue Securities | San Diego, CA | Feb 2023 - Jan 2024 | < 1 |
| Madison Avenue Securities | San Diego, CA | Jan 2023 - Feb 2023 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2021 - Jan 2023 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2021 - Jan 2023 | 1 |
| Broberg Investment Group, LLC | Shrewsbury, PA | Sep 2019 - Jan 2023 | 3 |
| Maryland Air National Guard | Middle River, MD | Oct 2021 - Oct 2022 | 1 |
| Summit Financial Group | Shrewsbury, PA | Jun 2020 - Mar 2021 | < 1 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2019 - Mar 2021 | 1 |
| Fairfax County Fire And Rescue Department | Fairfax, VA | Jan 2008 - Apr 2020 | 12 |
| Maryland Army National Guard | Baltimore, MD | Aug 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- PA
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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