Anchor Financial

Anchor Financial (CRD# 310081) is a financial advisory firm headquartered in Tacoma, WA. They manage $2,880,650 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6004 Westgate Blvd., Suite 120, Tacoma, WA 98406
https://www.anchorfinancialllc.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $84,725
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Anchor Financial
Showing 1 - 3 of 3 top financial advisors.
1
Corey Lashells, financial advisor Tacoma WA
Corey M. Lashells
CRD#: 6419778
6004 Westgate Blvd., Suite 120, Tacoma, WA 98406

Corey Lashells (CRD# 6419778) is an Investment Advisor Representative working at Anchor Financial in Tacoma, WA and has over 9 years of experience in the finance industry.

2
Jacqueline Degideo, financial advisor Tacoma WA
Jacqueline L. Degideo
CRD#: 1820529
6004 Westgate Blvd., Suite 120, Tacoma, WA 98406

Jacqueline Degideo (CRD# 1820529) is an Investment Advisor Representative working at Anchor Financial in Tacoma, WA and has over 10 years of experience in the finance industry.

3
Cameron Reed, financial advisor Tacoma WA
Cameron S. Reed
CRD#: 7182542
6004 Westgate Blvd., Suite 120, Tacoma, WA 98406

Cameron Reed (CRD# 7182542) is an Investment Advisor Representative working at Anchor Financial in Tacoma, WA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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