David Anderson
CRD Number: 6546058Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both
David Anderson (CRD# 6546058) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chandler, IN, Newburgh, IN, Boonville, IN, Lynnville, IN and Evansville, IN and has over 3 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2023 - Current | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2023 - Current | < 1 |
Infinex Investments, Inc. | Meriden, CT | Feb 2018 - Sep 2023 | 5 |
Edward Jones | St. Louis, MO | Aug 2015 - Feb 2018 | 2 |
Jcpenney | Evansville, IN | Nov 2012 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
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Total Assets Under Management82,428MILLIONS
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Total Number of Accounts461,370ACCOUNTS
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Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. LNB Investment Services is a trade name of the LNB Community Bank. Infinex and LNB Community Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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