Gregory Anderson, financial advisor Orlando FL
96 score

Gregory Anderson

CRD Number: 5005731
Current Firm: Schwab Private Client Investment Advisory, Inc.

Gregory Anderson (CRD# 5005731) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 11 years of experience in the finance industry. Gregory Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL May 2013 - Current 3
Lpl Financial LLC Creve Coeur, MO May 2011 - May 2013 2
Fifth Third Securities St. Louis, MO Apr 2010 - May 2011 1
Ameriprise Financial Services Chesterfield, MO Mar 2009 - Apr 2010 1
Unemployed O'fallon, MO Jan 2009 - Mar 2009 < 1
Merrill Lynch Clayton, MO Jul 2007 - Jan 2009 1
Executive Financial Group St. Louis, MO Jun 2007 - Jul 2007 < 1
American United Life Indianapolis, IN Jul 2005 - Jul 2007 2
Pattonville School District St. Ann, MO Aug 2001 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Gregory J. Anderson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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