Anthony Calhoun
Anthony Calhoun is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 26 years of industry experience. Anthony 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
7025 N SCOTTSDALE RD STE 115 and 110, Scottsdale, AZ, 85253
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Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Anthony sells fixed insurance products including life, health, fixed annuities, and long-term care, and is also a financial professional with Wilde Wealth Management, dedicating nearly full-time hours to this. Additionally, Anthony works as a driver for Lyft and owns an RV rental business, RVExplorer, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations6 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.