Anderson Stockard (CRD# 7814497) is an Investment Advisor Representative working at Prudential Financial Planning Services in High Point, NC and has 1 year of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Greensboro, NC | Feb 2024 - Current | < 1 |
| Pruco Securities LLC | Greensboro, NC | Aug 2023 - Current | < 1 |
| White And Wood | Greensboro, NC | Mar 2023 - Current | 1 |
| Right Constructs | Greensboro, NC | Oct 2022 - Dec 2022 | < 1 |
| Homemaking | Greensboro, NC | Mar 2022 - Sep 2022 | < 1 |
| American Eagle Systems | High Point, NC | Oct 2021 - Mar 2022 | < 1 |
| Fields Landscaping | Greensboro, NC | Sep 2021 - Sep 2021 | < 1 |
| Northwest Animal Hospital | Oak Ridge, NC | May 2020 - Aug 2021 | 1 |
| Student | Greensboro, NC | Apr 2020 - Aug 2021 | 1 |
| Student | Wilmington, NC | Aug 2018 - Mar 2020 | 1 |
| The Bridge Tender | Wilmington, NC | Aug 2018 - Dec 2019 | 1 |
| Student | Boone, NC | Aug 2016 - Aug 2018 | 2 |
| Appalachian Ski Mountain | Boone, NC | Nov 2017 - Apr 2018 | < 1 |
| Student | Greensboro, NC | Oct 2013 - Jun 2016 | 2 |
| Friendly Animal Clinic | Greensboro, NC | Jan 2015 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NC
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.