Julius Anderson, financial advisor Naples FL

Julius Anderson

CRD 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 38 years of experience in the finance industry.

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Company Name Location Dates Years
Centerre Capital, LLC Lake St. Louis, MO Jun 2008 - Current 15
First Heartland Advisors, Inc. St. Peters, MO Mar 1993 - Current 31
First Heartland Capital, Inc. St. Peters, MO Mar 1993 - Current 31
First Heartland Corporation St. Peters, MO Sep 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Julius J. Anderson
Phone Number: 636-625-0900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,715
    MILLIONS
  • Total Number of Accounts
    9,407
    ACCOUNTS
  • Average Account Value
    $182,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, WY

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