CA
CA

Courtney Anderson

34 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Courtney Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3399 PGA Blvd., Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1998
Withdrawn
Other Business Activities

Courtney is the owner/proprietor of Anderson Companies LLC since 2013. Courtney also has rental real estate businesses, Anderson Companies LLC and Anderson Real Estate Enterprises, since 2013 and 2009 respectively, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 1998 - Present · 28 yrs 2 mos
Raymond James & Associates, INC.Broker
March 1998 - Present · 28 yrs 2 mos
Previous Registrations
J. B. Hanauer & CO.Broker
October 1991 - March 1998 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Courtney Anderson - Financial Advisor | TrueAdvisor