Anchor Financial Group

Anchor Financial Group (CRD# 111801) is a financial advisory firm headquartered in Santa Ana, CA. They manage $43,529,271 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $388,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Anchor Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Stephen P. Kiernan
CRD#: 1527372
1801 Parkcourt Place, Building H, Santa Ana, CA 92701
96
Wealthminder
score

Stephen Kiernan (CRD# 1527372) is an Investment Advisor Representative working at Anchor Financial Group in Santa Ana, CA and has over 20 years of experience in the finance industry. Stephen Kiernan 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.

2
Joseph A. Richard
CRD#: 3265155
1801 Parkcourt Place, Building H, Santa Ana, CA 92701
90
Wealthminder
score

Joseph Richard (CRD# 3265155) is an Investment Advisor Representative working at Anchor Financial Group in Santa Ana, CA and has over 4 years of experience in the finance industry.

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