Beren Anderson
Beren Anderson is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Beren is the Owner/CEO of BSA Wealth Advisors, LLC, offering securities and insurance sales and services. Insurance sales include fixed insurance, health insurance, Medicare, disability, long-term care, and property & casualty insurance, taking nearly full-time hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations5 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.