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
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