Samantha Anderson, financial advisor Santa Barbara CA
90 score

Samantha Anderson

CRD Number: 6143190
Current Firm: Edward Jones

Samantha Anderson (CRD# 6143190) is an Investment Advisor Representative working at Edward Jones in Santa Barbara, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Carpinteria, CA Dec 2012 - Current 4
Montecito Bank & Trust Santa Barbara, CA Dec 2011 - Dec 2012 1
Unemployed Carpinteria, CA Jun 2011 - Dec 2011 < 1
Ucsb Sa, CA Jun 2009 - Jun 2011 2
Ucsb Santa Barbara, CA Jan 2010 - Jun 2010 < 1
Carpinteria Unified School District Carpinteria, CA Aug 2005 - Jun 2010 4
Santa Barbara City College Santa Barbara, CA Aug 2006 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Samantha F. Anderson
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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