Chad Anderson
Chad Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 26 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2730 S. Val Vista Drive, Ste #176, Gilbert, AZ, 85295
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Chad is the owner of Anderson Wealth, LLC, providing financial services since 2021. He also works as an agent for Insource Inc. providing life insurance options and sells fixed insurance with various companies, also starting in 2021.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
New England SecuritiesBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations14 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.