Richard Anderson (CRD# 2231612) is an Investment Advisor Representative working at Royal Fund Management, LLC in Mount Vernon, WA and has over 21 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 2375862
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, LLC | The Villages, FL | Apr 2016 - Current | 8 |
| Sound Benefits Counsulting | Mt Vernon, WA | Oct 2004 - Current | 19 |
| Sound Pension Advisors | Mount Vernon, WA | Jun 2005 - Jul 2015 | 10 |
| Royal Fund Management, LLC | The Villages, FL | Aug 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- WA
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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