John Anderson (CRD# 2602329) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 26 years of experience in the finance industry.
CRD# 2881176
Lpl Financial LLC
CRD# 5711971
Lpl Financial LLC
CRD# 2447255
Anderson & Anderson Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anderson & Anderson Advisory, LLC | Longview, WA | Aug 2007 - Current | 16 |
| Geneos Wealth Management Inc. | Longview, WA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- OR
- TX
- WA
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts627ACCOUNTS
-
Average Account Value$521,331
- 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
OR, TX, WA
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