Alan Anderson (CRD# 4881991) is an Investment Advisor Representative working at Yavapai Financial Planning, LLC in Prescott, AZ and has over 19 years of experience in the finance industry. Alan 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.
CRD# 4348493
Commonwealth Financial Network
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 3185060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yavapai Financial Planning, LLC | Prescott, AZ | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- AZ
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$229,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ
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