PA
PA

Phillip Anderson

16 Years of Experience
Westlake, OH
Broker

Phillip Anderson is a registered investment advisor at Wells Fargo Advisors, based in Westlake, OH, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

25777 Detroit Road, 110, Westlake, OH, 44145

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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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Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
February 2013 - April 2025 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2013 - April 2025 · 12 yrs 3 mos
Longbow Securities, LLCBroker
June 2009 - January 2013 · 3 yrs 7 mos
American Express Financial Advisors, INC.
August 2004 - October 2004 · 2 mos
American Express Financial Advisors INC.Broker
July 2004 - October 2004 · 3 mos
Ids Life Insurance CompanyBroker
July 2004 - October 2004 · 3 mos
State Registrations34 states
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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.