Roy Anderson, financial advisor Austin TX

Roy Anderson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Roy C. Anderson
Phone Number: (612) 844-8444
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,529
    MILLIONS
  • Total Number of Accounts
    26,104
    ACCOUNTS
  • Average Account Value
    $250,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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