Anchor Investment Management

Anchor Investment Management (CRD# 135296) is a financial advisory firm headquartered in Columbia, SC. They manage $433,866,304 in 1,000 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    434
    MILLION
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • Average Account Value
    $433,866
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

GA, NC, NE, NH, SC, TX

Financial Advisors at Anchor Investment Management
Showing 1 - 7 of 7 top financial advisors.
1
Wade F. Ward
CRD#: 1155112
3205 Devine Street, Columbia, SC 29205
96
Wealthminder
score

Wade Ward (CRD# 1155112) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 34 years of experience in the finance industry. Wade Ward 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
Joy J. Watkins
CRD#: 1144565
3205 Devine Street, Columbia, SC 29205
96
Wealthminder
score

Joy Watkins (CRD# 1144565) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 34 years of experience in the finance industry. Joy Watkins 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.

3
Gary G. Dannelly
CRD#: 838138
3205 Devine Street, Columbia, SC 29205
93
Wealthminder
score

Gary Dannelly (CRD# 838138) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 32 years of experience in the finance industry.

4
John H. Moorman
CRD#: 1564791
3205 Devine Street, Columbia, SC 29205
93
Wealthminder
score

John Moorman (CRD# 1564791) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 31 years of experience in the finance industry.

5
Thomas M. Rose
CRD#: 2620836
Camden, SC
93
Wealthminder
score

Thomas Rose (CRD# 2620836) is an Investment Advisor Representative working at Anchor Investment Management in Camden, SC and has over 21 years of experience in the finance industry.

6
Charles W. Williams
CRD#: 4453333
3205 Devine Street, Columbia, SC 29205
93
Wealthminder
score

Charles Williams (CRD# 4453333) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 16 years of experience in the finance industry.

7
W P. Dorn
CRD#: 4952860
3205 Devine Street, Columbia, SC 29205
90
Wealthminder
score

W Dorn (CRD# 4952860) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has 1 year of experience in the finance industry.

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