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Edward Ignatius Anderson iii

Clearvue Financial

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About Edward Ignatius Anderson iii

Edward Ignatius Anderson III is a financial advisor with Clearvue Financial. Edward is a Certified Financial Planner and has been in the industry since 2012. Edward is registered with the state of Virginia. Edward has experience with a number of firms including CARY STREET PARTNERS, PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC and EDWARD JONES. Edward is also the owner of ClearVue Tax Advisors, LLC, a separate tax planning firm that serves clients of Clearvue Financial as well as unaffiliated clients.

Firm Information

Edward Anderson iii is currently registered with Clearvue Financial. Clearvue Financial is an investment advisor with one licensed agent and one investment advisor representative. The firm manages $1,183,759 in regulatory assets under management for 18 clients. They provide financial planning and portfolio management for individuals.

$1.18M

Assets Under Management

45

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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clearvue provides educational content on personal finance topics, including budgeting, insurance, retirement, investing, taxes,

Clearvue provides educational content on personal finance topics, including budgeting, insurance, retirement, investing, taxes,

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Anderson iii’s Registration & Firm History

VA

03/22/2023 - Present

Clearvue Financial (Alexandria VA)

VA

01/04/2016 - 05/25/2016

CARY STREET PARTNERS (FREDERICKSBURG VA)

VA

11/05/2013 - 12/02/2015

PNC INVESTMENTS (KINGSTOWNE VA)

VA

09/17/2012 - 10/22/2013

WELLS FARGO ADVISORS, LLC (ANNANDALE VA)

MO

04/21/2012 - 06/08/2012

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Ignatius Anderson iii.
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