Scott Anderson
Scott Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, WI, with 16 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
311 W Washington Ave, Madison, WI, 53703
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2016Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Scott is an agent selling fixed insurance and annuities since 2018, dedicating minimal time to this activity. He also owns Tactical Financial Group, a support company/DBA, and spends about a quarter of his time as a branch manager/advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations35 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.