Harold AndersonCRD Number: 868705
Current Firm: Parkshore Wealth Management
Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 26 years of experience in the finance industry. Harold 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Parkshore Wealth Management||Roseville, CA||Sep 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1996|
Total Assets Under Management363MILLIONS
Total Number of Accounts1,605ACCOUNTS
Average Account Value$226,303
- 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
AZ, CA, CO, FL, ID, NV, OR, TX, UT
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