Catherine Anderson, financial advisor Philadelphia PA

Catherine Anderson

CRD Number: 4460651
Current Firm: Lincoln Financial Advisors Corporation

Catherine Anderson (CRD# 4460651) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Philadelphia, PA Aug 2019 - Current 3
Kohl's Timonium, MD Nov 2015 - Jul 2019 3
Nationwide Securities LLC Dublin, OH Jan 2005 - Apr 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Catherine Anderson
Phone Number: 800-237-3813
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    36,787
    MILLIONS
  • Total Number of Accounts
    111,465
    ACCOUNTS
  • Average Account Value
    $330,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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