Mark Anderson is a CFP, ChFC-designated registered investment advisor, based in Spokane, WA, with 13 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Spokane, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the owner/proprietor of multiple rental real estate LLCs and the CEO of Anderson Wealth Management and Sovereign Wealth Strategies Group, LLC. He spends about a quarter to half of his time on Sovereign Wealth Strategies Group, LLC, a financial planning and advising business.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations49 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.
Exams
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