Kenneth Anderson, financial advisor Miami FL

Kenneth Anderson

CRD Number: 4104096
Current Firm: Unimar

Kenneth Anderson (CRD# 4104096) is an Investment Advisor Representative working at Unimar in Miami, FL and has over 22 years of experience in the finance industry. Kenneth Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Efg Capital International Miami, FL Dec 2008 - Current 13
Prs International Miami, FL Sep 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
Contact Info for Kenneth C. Anderson
Phone Number: 786-245-4164
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $11,337,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL

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