Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2756288
Edward Jones
CRD# 711261
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Seven Financial | Muncie, IN | Apr 2023 - Current | 1 |
Osaic Wealth, Inc. | Muncie, IN | Nov 2018 - Current | 5 |
Insurance Sales | Muncie, IN | Mar 2015 - Current | 9 |
Colonial Renting & Leasing, Inc. Dba Dairy Queens Of Muncie | Muncie, IN | Jun 1988 - Current | 35 |
Baize Financial Concepts | Muncie, IN | Apr 2014 - Apr 2023 | 9 |
Muncie Area Youth For Christ | Munice, IN | Jun 2014 - Feb 2020 | 5 |
Signator Investors, Inc. | Muncie, IN | May 2016 - Nov 2018 | 2 |
Baize Financial | Muncie, IN | May 2014 - Sep 2018 | 4 |
Bay Restaurants, Llc Dba Yats | Muncie, IN | Jul 2013 - Sep 2018 | 5 |
Transamerica Financial Advisors, Inc. | Muncie, IN | Jul 2014 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- IN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- 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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