KA
KA
Kurtis Anderson
5 Years of Experience
San Diego, CA
1 DisclosureBroker
Kurtis Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 5 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
9275 Sky Park Court Suite 350, San Diego, CA, 92123
Get directionsHistory
Regulatory History (1)
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Financial
September 2016Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Pfg Advisors
April 2023 - May 2024 · 1 yr 1 mo
Securities America, INC.Broker
April 2023 - May 2024 · 1 yr 1 mo
LPL Financial LLCBroker
October 2021 - April 2023 · 1 yr 6 mos
LPL Financial LLC
October 2021 - April 2023 · 1 yr 6 mos
Equitable Advisors, LLC
October 2019 - September 2020 · 11 mos
Equitable Advisors, LLCBroker
May 2019 - September 2020 · 1 yr 4 mos
State Registrations6 states
AZCACONVORSD
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.