Donald AndersonCRD Number: 3147075
Current Firm: Dsa Investment Consulting
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.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|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|
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)
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