Donald Anderson (CRD# 3147075) is an Investment Advisor Representative working at Dsa Investment Consulting in Miami Beach, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Behrwood Capital Services | York, PA | Jun 2017 - Current | 6 |
| Unemployed | Sandwich, MA | Mar 2017 - Jun 2017 | < 1 |
| Miami Beach Golf Club | Miami Beach, FL | Nov 2016 - Mar 2017 | < 1 |
| Pro Limo | Sandwich, MA | Mar 2016 - Nov 2016 | < 1 |
| Unemployed | Sandwich, MA | Dec 2015 - Mar 2016 | < 1 |
| Campbell Williams | Miami, FL | Oct 2015 - Dec 2015 | < 1 |
| Pro Limo | Sandwich, MA | Mar 2015 - Oct 2015 | < 1 |
| Unemployed | Sandwich, MA | Oct 2014 - Mar 2015 | < 1 |
| Ameriprise Financial Services,inc | Quincy, MA | Jun 2014 - Oct 2014 | < 1 |
| Unemployed | Sandwich, MA | Mar 2014 - Jun 2014 | < 1 |
| Ocean Lawn Enterprises | Coral Gables, FL | Aug 2009 - Feb 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- FL
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$36,694,848
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL
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