Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 2010717
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| K. Anderson Cfp | Marion, MA | Jun 2000 - Current | 23 |
| Investors Capital Corp. | New Bedford, MA | Nov 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- MA
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$294,060
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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