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John Alvin Anderson

Fisher Investments

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About John Alvin Anderson

John Anderson is a financial advisor with Fisher Investments. John has been in the industry since October 2002 and is registered with the state of Washington. John specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. John also provides financial planning services. Prior to joining Fisher Investments, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. John holds the Series 7, 24, and 66 licenses.

Firm Information

John Anderson is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Anderson’s Registration & Firm History

WA

02/16/2007 - Present

Fisher Investments (CAMAS WA)

NY

11/03/2003 - 07/19/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

10/09/2002 - 05/16/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/09/2002 - 05/16/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Alvin Anderson.
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