Robert Anderson
Robert Anderson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pleasanton, CA, with 19 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
Firm Size
IM Fee
Assets Under Management
Location
480 St. John Street, Suite 140, Pleasanton, CA, 94566
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance products and owns Rydge Advisory, a private entity facilitating securities, advisory, and insurance business, taking up about 10% and nearly all of his time, respectively. He also provides tax preparation services as an Enrolled Agent with Ridge Tax Services, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Martin, Wardin, & Eissner Financial Group INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Comprehensive Asset Management and Servicing, INC.Broker
LPL Financial CorporationBroker
Walnut Street Securities, INC.Broker
Carillon Investments, INC.Broker
State Registrations27 states
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