Roy AndersonCRD Number: 5656542
Current Firm: Thrivent Advisor Network, LLC
Roy Anderson (CRD# 5656542) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Thrivent Advisor Network, LLC||Austin, TX||Jun 2020 - Current||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2019 - Current||2|
|Axa Advisors, LLC||New York, NY||May 2014 - Oct 2019||5|
|Unemployed||Austin, TX||Apr 2014 - May 2014||< 1|
|Charles Schwab & Company,inc||Austin, TX||Nov 2010 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management6,529MILLIONS
Total Number of Accounts26,104ACCOUNTS
Average Account Value$250,121
- 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
AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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