Michael Anderson (CRD# 6289055) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Humble, TX and has over 9 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Mar 2021 - Current | 3 |
| Jpmorgan Chase Bank | Houston, TX | Sep 2020 - Current | 3 |
| Jpmorgan Securities LLC | Houston, TX | Sep 2020 - Current | 3 |
| Mutual Of Omaha Investor Services | Houston, TX | Apr 2020 - Aug 2020 | < 1 |
| Mutual Of Omaha Insurance Company | Houston, TX | Apr 2020 - Aug 2020 | < 1 |
| Allstate Insurance Company | Cypress, TX | Apr 2018 - May 2020 | 2 |
| Axa Advisors, LLC | Houston, TX | Aug 2014 - Apr 2018 | 3 |
| Axa Advisors | Houston, TX | Feb 2014 - Apr 2018 | 4 |
| Wellsfargo | Houston, TX | Dec 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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