Frank Anderson (CRD# 5101699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Augusta, GA and has over 18 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 4457738
Andrews Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Augusta, GA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Macon, GA | May 2018 - Jan 2024 | 5 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Mar 2015 - May 2018 | 3 |
| Peak Brokerage Services | Roswell, GA | Jan 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- GA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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, VI, VT, WA, WI, WV, WY
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