Anthony Christensen, financial advisor Louisville KY
73 score

Anthony Christensen

CRD Number: 3015594
Current Firm: Access Wealth Management, Inc.

Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Access Wealth Management, Inc. Louisville, KY Nov 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 1
Wells Fargo Advisors Financial Network LLC Louisville, KY May 2009 - Oct 2015 6
Wachovia Securities Financial Network, LLC Louisville, KY Jan 2005 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2001
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Anthony L. Christensen
Phone Number: 502-292-5500
Firm Website: http://www.accesswm.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $239,204
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IN, KY, NY, OH, TN, TX

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BADGES
73

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