Brent AndersonCRD Number: 4823
Current Firm: Sagepoint Financial, Inc.
Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Unionbanc Investment Services, LLC
Planmember Securities Corporation
|Sagepoint Financial, Inc.||Santa Barbara, CA||Nov 2018 - Current||3|
|Brent R Anderson And Associates||Santa Barbara, CA||Nov 1980 - Current||41|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Nov 2018||5|
|Financial Network||El Segundo, CA||Dec 2007 - Dec 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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