CA
CA

Carter Anderson

2 Years of Experience
Riverside, CA
BrokerSells Insurance

Carter Anderson is a registered investment advisor, based in Riverside, CA, with 2 years of industry experience.

Location

4781 Arlington Ave, Riverside, CA, 92504

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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 ActivitiesSells Insurance

Carter works in the back office for Kanouse & Associates, Inc., providing tax return services, financial planning, wealth management, tax planning, and life and annuity insurance, dedicating full-time hours to this role. Carter also works at Victoria Club in the cart barn, spending minimal time washing clubs and providing customer service.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2024 - September 2025 · 11 mos
Avantax Investment Services, INC.Broker
January 2024 - September 2025 · 1 yr 8 mos
State Registrations1 state
CA
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.
Carter Anderson - Financial Advisor | TrueAdvisor