LA
CFP
LA
CFP

Larry Anderson

36 Years of Experience
San Francisco, CA
BrokerSells Insurance

Larry Anderson is a CFP-designated registered investment advisor, based in San Francisco, CA, with 36 years of industry experience.

Location

San Francisco, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Larry owns LJ Anderson Tax & Financial Service, providing tax preparation and accounting services since 1981, taking nearly full-time. He is also a salesperson for Avantax Insurance Agency/Services, selling insurance products and dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
August 1993 - September 2025 · 32 yrs 1 mo
Avantax Investment Services, INC.Broker
December 1989 - September 2025 · 35 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.