John AndersenCRD Number: 5512134
Current Firm: Royal Alliance Associates, Inc.
John Andersen (CRD# 5512134) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Westlake Village, CA and has over 8 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Royal Alliance Associates, Inc.||Thousand Oaks, CA||Mar 2008 - Current||8|
|The Conejo Grind||Thousand Oaks, CA||Jun 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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