David Anderegg (CRD# 6504896) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winder, GA and has over 8 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 1742325
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Winder, GA | Apr 2017 - Current | 7 |
| Raymond James Financial Services, Inc. | Winder, GA | Mar 2016 - Current | 8 |
| Beckett And Associates | Winder, GA | Aug 2016 - Oct 2018 | 2 |
| Raymond James Financial Services, Inc. | Winder, GA | Sep 2015 - Mar 2016 | < 1 |
| Raymond James Financial Services, Inc. | Winder, GA | Jun 2015 - Sep 2015 | < 1 |
| State Farm Brad Batchelor | Snellville, GA | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
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