Richard Anderson, financial advisor Walpole NH
93 score

Richard Anderson

CRD Number: 5295717
Current Firm: Flagship Harbor Advisors, LLC

Richard Anderson (CRD# 5295717) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Flagship Harbor Advisors, LLC Walpole, NH Aug 2012 - Current 4
Lpl Financial Walpole, NH Dec 2011 - Current 5
Edward Jones St. Louis, MO Feb 2007 - Dec 2011 4
Elliott, Jasper, Auten, Shklar & Anderson, LLP Newport, NH Mar 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Richard B. Anderson
Phone Number: (857) 350-4229
Firm Website: http://www.fentonfg.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    847
    MILLIONS
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $125,107
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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