Anthony CordellCRD Number: 4620586
Current Firm: Securities America Advisors, Inc.
Anthony Cordell (CRD# 4620586) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Wichita, KS and has over 15 years of experience in the finance industry. Anthony Cordell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Securities America, Inc.||Wichita, KS||Aug 2003 - Current||14|
|Securities America Advisors, Inc.||Wichita , KS||Aug 2003 - Current||14|
|Cordell & Associates, Inc.||Wichita, KS||Oct 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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)
- Publication of periodicals or newsletters
- 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