Richard Anderton (CRD# 4763564) is an Investment Advisor Representative working at My Prosper Team in Lehi, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridge Home Loans | Lindon, UT | Oct 2018 - Current | 5 |
| Security Home Mortgage | Orem, UT | Nov 2008 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- UT
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$88,120
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IL, IN, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA
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