Marc AndersonCRD Number: 1309600
Current Firm: Cetera Advisors LLC
Marc Anderson (CRD# 1309600) is an Investment Advisor Representative working at Cetera Advisors LLC in Pasadena, CA and has over 35 years of experience in the finance industry. Marc 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.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||8|
|Marc E. Anderson, Inc.||El Segundo, CA||Nov 2007 - Current||13|
|Multi-financial Securities Corproation||Denver, CO||Aug 2011 - Dec 2012||1|
|Securities America Advisors||El Segundo, CA||May 2009 - Jul 2011||2|
|Securities America, Inc.||El Segundo, CA||Mar 1990 - Jul 2011||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
Total Assets Under Management18,443MILLIONS
Total Number of Accounts68,001ACCOUNTS
Average Account Value$271,223
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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