EA
EA

Ethan Anderson

21 Years of Experience
Grand Rapids, MI
Broker

Ethan Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5940 Tahoe Drive Se, Suite 101, Grand Rapids, MI, 49546

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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 Activities

Ethan is an officer (treasurer) for Cascade Christian Church, summarizing financial statements for the board, dedicating a few hours per week. He is also the owner and a financial advisor for EAA1, LLC and River Valley Wealth Management, spending about half his time or more on each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Rehmann Financial Network, LLCBroker
January 2017 - September 2019 · 2 yrs 8 mos
Rehmann Financial
January 2014 - September 2019 · 5 yrs 8 mos
Royal Alliance Associates, INC.Broker
December 2013 - December 2017 · 4 yrs
C-Pas LLC
May 2010 - December 2013 · 3 yrs 7 mos
Rehmann Financial
April 2010 - May 2010 · 1 mo
Mutual Service CorporationBroker
May 2005 - August 2005 · 3 mos
Wachovia Securities, LLC
July 2003 - May 2005 · 1 yr 10 mos
Wachovia Securities, LLCBroker
July 2003 - May 2005 · 1 yr 10 mos
Prudential Securities Incorporated
October 2002 - July 2003 · 9 mos
Prudential Securities IncorporatedBroker
February 2000 - July 2003 · 3 yrs 5 mos
State Registrations30 states
AZCACOCTFLGAIDILINLAMDMEMIMTNCNJNMNVNYOHOKPARISCTXUTVAVTWAWI
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.
Ethan Anderson - Financial Advisor | TrueAdvisor