CA
CA

Colin Ormsby Anderson

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

210 E Broad St #201, Bethlehem, PA, 18018

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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 ActivitiesSells Insurance

Colin is an independent insurance agent selling various insurance products for Vantage Financial Group, dedicating a few hours per week. He also works as a financial consultant for the same company and owns a distillation company, spending a few hours per week on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Vantage Financial Group, INC.
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
May 2010 - September 2013 · 3 yrs 4 mos
Walnut Street Securities, INC.Broker
December 2009 - September 2013 · 3 yrs 9 mos
LPL Financial CorporationBroker
November 2006 - December 2009 · 3 yrs 1 mo
LPL Financial Corporation
November 2006 - December 2009 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
January 2006 - June 2006 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - June 2006 · 10 mos
State Registrations16 states
AZCACOFLILMAMIMTNCNJNYOHORPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Colin Ormsby Anderson - Financial Advisor | TrueAdvisor