Julius AndersonCRD Number: 1135890
Current Firm: First Heartland Consultants, Inc.
Julius Anderson (CRD# 1135890) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
H.d. Vest Advisory Services, Inc.
|Centerre Capital, LLC||Lake St. Louis, MO||Jun 2008 - Current||9|
|First Heartland Advisors, Inc.||St. Peters, MO||Mar 1993 - Current||24|
|First Heartland Capital, Inc.||St. Peters, MO||Mar 1993 - Current||24|
|First Heartland Corporation||St. Peters, MO||Sep 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,045MILLIONS
Total Number of Accounts5,087ACCOUNTS
Average Account Value$205,455
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV