CA
CA

Colin Anderson

20 Years of Experience
BrokerSells Insurance

Colin Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethlehem, PA, with 20 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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.

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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 10 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Vantage Financial Group, INC.
January 2010 - Present · 16 yrs 3 mos
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 Corporation
November 2006 - December 2009 · 3 yrs 1 mo
LPL Financial CorporationBroker
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

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.
Colin Anderson - Financial Advisor | TrueAdvisor