Kurtis Anderson (CRD# 7054788) is an Investment Advisor Representative working at Pfg Advisors in San Diego, CA and has over 4 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | San Diego, CA | Apr 2023 - Current | 1 |
| Pfg Advisors | San Diego, CA | Apr 2023 - Current | 1 |
| Lpl Financial LLC | San Diego, CA | Oct 2021 - Mar 2023 | 1 |
| Student | Castle Rock, CO | Sep 2020 - Oct 2021 | 1 |
| Equitable Advisors, LLC | New York, NY | Jan 2019 - Sep 2020 | 1 |
| Axa Advisors, LLC | New York, NY | Jan 2019 - Jun 2020 | 1 |
| Unemployed | Castle Rock, CO | May 2018 - Jan 2019 | < 1 |
| Cu Denver | Denver, CO | Jan 2016 - May 2018 | 2 |
| Unemployed | Frankfurt, | Sep 2015 - Jan 2016 | < 1 |
| Lone Star Restorations, LLC | Chicago, IL | Jan 2015 - Sep 2015 | < 1 |
| Av&i, LLC | Castle Rock, CO | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
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