Peter Anderson
Peter Anderson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 12 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
2770 Indian River Blvd, Suite 344, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business Activities
Peter is the owner of Anderson Wealth Management LLC, created for banking purposes, and the CEO of AWM Consulting, where he works as a business coach. He also works for Woodforest National Bank and Woodforest Wealth, providing wealth management services and working as a financial advisor, dedicating a significant amount of time to these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
United Capital Financial Advisers
State Registrations5 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.