Anderson Financial Advisors, LLC
Anderson Financial Advisors, LLC (CRD# 243787) is a financial advisory firm headquartered in , . They manage $220,000 in 1 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$220,000
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, LA, NV, TX, WA
William McShane (CRD# 2330135) is an Investment Advisor Representative working at Anderson Financial Advisors, LLC in Las Vegas, NV and has over 23 years of experience in the finance industry. William McShane 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.
Gregory Boots (CRD# 6033311) is an Investment Advisor Representative working at Anderson Financial Advisors, LLC in Tacoma, WA and has over 4 years of experience in the finance industry.