Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 23 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Louisville, KY | Oct 2018 - Current | 5 |
| Access Wealth Management, Inc. | Louisville, KY | Jan 2005 - Current | 19 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2015 - Oct 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
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Total Assets Under Management292MILLIONS
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Total Number of Accounts817ACCOUNTS
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Average Account Value$357,266
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, IN, KY, OH
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