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).
Total Assets Under Management44MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$388,654
- 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
- Publication of periodicals or newsletters
Stephen Kiernan (CRD# 1527372) is an Investment Advisor Representative working at Anchor Financial Group in Santa Ana, CA and has over 21 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.
Joseph Richard (CRD# 3265155) is an Investment Advisor Representative working at Anchor Financial Group in Santa Ana, CA and has over 5 years of experience in the finance industry.