Frank Anderson
Frank Anderson is a registered investment advisor at Allstate Financial Advisors, LLC, based in Augusta, GA, with 19 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
217 Davis Rd Ste A5, Augusta, GA, 30907-0955
Get directionsHistory
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
Frank receives trailing commissions from previous insurance sales through Retirement Solutions of GA, LLC. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
Peak Wealth Group LLC
Peak Brokerage Services, LLCBroker
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
The Leaders Group, INC.Broker
State Registrations3 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.