David Anderson (CRD# 6721929) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 6 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Advocates Investment Management | Portland, OR | Mar 2018 - Current | 6 |
| Lpl Financial, LLC | Portland, OR | Oct 2017 - Current | 6 |
| Vonborstel & Associates | Portland, OR | Oct 2016 - Oct 2017 | 1 |
| Creative Edge Parties | New York, NY | Jul 2012 - Aug 2016 | 4 |
| Ptl Events | New York, NY | May 2012 - Aug 2016 | 4 |
| Self-employed | New York, NY | Mar 2012 - Aug 2016 | 4 |
| Muse Model Management | Portland, OR | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- OR
-
Total Assets Under Management4,514MILLIONS
-
Total Number of Accounts9,871ACCOUNTS
-
Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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
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