Richard AndersonCRD Number: 1327737
Current Firm: Securities America Advisors, Inc.
Richard Anderson (CRD# 1327737) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Heights, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Securities America, Inc.||Mayfield Heights, OH||Feb 2008 - Current||9|
|Securities America, Inc.||Mayfield Heights, OH||Jan 2008 - Current||9|
|Lincoln Financial Advisors Corporation||Cleveland, OH||Jan 1995 - Jan 2008||13|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops