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Harold Craig Anderson

Parkshore Wealth Management

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About Harold Craig Anderson

Harold Anderson is a financial advisor at Parkshore Wealth Management. Harold has been in the industry for over 30 years and is dedicated to providing his clients with personalized financial planning and wealth management services. Harold is a Certified Financial Planner and holds a Series 66, Series 24, Series 7, and Series 1 license.

Firm Information

Harold Anderson is currently registered with Parkshore Wealth Management. Parkshore Wealth Management is a registered investment advisor based in Granite Bay, CA. The firm provides a range of financial services, including financial planning, portfolio management, and pension consulting. Parkshore Wealth Management manages approximately $399 million in assets for a diverse clientele, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.
Parkshore Wealth Management

5940 GRANITE LAKE DRIVE

GRANITE BAY, CA 95746

$399.05M

Assets Under Management

2

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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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other

Retainer fees

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Harold Anderson’s Registration & Firm History

CA

01/17/2013 - Present

Parkshore Wealth Management (GRANITE BAY CA)

AZ

02/11/1991 - 10/27/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

TX

06/15/1989 - 03/04/1991

KAVANAUGH SECURITIES, INC. (DALLAS TX)

NA

05/16/1985 - 06/30/1989

SOUTHMARK FINANCIAL SERVICES, INC.

NA

07/23/1979 - 05/14/1985

WADDELL & REED, INC.

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Licenses & Designations

BOTH

Issued 12/18/1996

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/1985

Series 24 - General Securities Principal Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

BC

Issued 07/13/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Craig Anderson.
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