Douglas Anderson, financial advisor Sarasota FL
93 score

Douglas Anderson

CRD Number: 5346881
Current Firm: Global Financial Private Capital, LLC

Douglas Anderson (CRD# 5346881) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sarasota, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management LLC Topeka, KS Jul 2016 - Current < 1
Life Directions Financial, LLC Issaquah, WA Mar 2009 - Current 7
Global Financial Private Capital Sarasota, FL Oct 2012 - Jul 2016 3
Horter Investment Management, LLC Cincinnati, OH May 2007 - Feb 2009 1
Life Directions Issaquah, WA Mar 2000 - Dec 2008 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Douglas Anderson
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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