John Anderson, financial advisor Miamisburg OH
90 score

John Anderson

CRD Number: 5965847
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

John Anderson (CRD# 5965847) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Miamisburg, OH Dec 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg, OH Oct 2015 - Current 1
Pnc Columbus, OH Feb 2013 - Oct 2015 2
Fidelity Brokerage Services LLC Covington, KY Jul 2011 - Feb 2013 1
Osu Traffic And Parking Columbus, OH Jul 2010 - Jul 2011 1
The Ohio State University Columbus, OH Sep 2007 - Jun 2011 3
Moraine Country Club Dayton, OH May 2004 - Sep 2009 5
Ups Columbus, OH Jul 2009 - Jul 2009 < 1
Centerville High School Centerville, OH Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for John D. Anderson
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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