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Hal Anderson

10 Years of Experience
St. Petersburg, FL
Broker

Hal Anderson is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hal owns rental real estate property through 3009 Cherry Street LLC and dedicates minimal time to it. He also works part-time for the City and County of Denver and Stadium Management Company (Denver Broncos), spending a few hours per week at each.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Robinhood Financial, LLCBroker
May 2020 - August 2022 · 2 yrs 3 mos
Advice and Planning Services
July 2017 - April 2020 · 2 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2015 - April 2020 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.