CA
CA

Charlton Anderson

14 Years of Experience
Demopolis, AL
Broker

Charlton Anderson is a registered investment advisor, based in Demopolis, AL, with 14 years of industry experience.

Location

201 N. Main Avenue, Demopolis, AL, 36732

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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 Activities

Charlton is involved in cattle farming and timber harvesting since 2014, dedicating 10% of his time to this activity. He also operates under the DBA Trustmark Financial Services for his LPL business.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 1 yr
Raymond James Financial Services Advisors, INC
September 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLCBroker
December 2014 - September 2025 · 10 yrs 9 mos
LPL Financial LLC
December 2014 - September 2025 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - December 2014 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - December 2014 · 2 yrs 3 mos
Resource Horizons Group LLCBroker
April 2011 - August 2012 · 1 yr 4 mos
State Registrations12 states
ALARFLGALAMSNCNJNYTNTXVA
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.
Charlton Anderson - Financial Advisor | TrueAdvisor