Donald Anders (CRD# 5635086) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Jul 2016 - Current | 7 |
| Anders & Anders Financial Group | New Smyrna Beach, FL | Nov 2015 - Current | 8 |
| Dave Anders And Associates | New Smyrna Beach, FL | Feb 2015 - Jul 2016 | 1 |
| Us Employee Benefits Services Group LLC | Maitland, FL | Jan 2015 - Jul 2016 | 1 |
| Bencor | Winter Park, FL | Nov 2011 - Jul 2016 | 4 |
| Bluehouse Financial | Winter Park, FL | Sep 2011 - Jul 2016 | 4 |
| Planmember Securities Corporation | Carpinteria, CA | Mar 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- FL
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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