Robert Anderson
Robert Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hiawassee, GA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 W Bell Street, Hiawassee, GA, 30546-0610
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2023Customer Dispute
August 2017Customer Dispute
November 2008Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Robert is an agent for Anderson Financial Services, providing fixed annuity options to clients since 2020, dedicating a few hours per week. He also owns Tordust LLC, a support company, spending minimal time on tax reporting.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Dean Witter Reynolds INC.Broker
State Registrations22 states
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.