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Joseph Arthur Anderson

SHP Wealth Management, LLC

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About Joseph Arthur Anderson

Joseph Anderson is an investment advisor representative at SHP Wealth Management, LLC, based in Plymouth, MA. Joseph has been in the industry since 2014 and has a series 7, series 63 and series 65 license. Joseph is also a licensed insurance agent. Joseph works with individuals, families, and businesses to provide financial planning, portfolio management, and insurance services.

Firm Information

Joseph Anderson is currently registered with SHP Wealth Management, LLC. SHP Wealth Management, LLC is a financial advisory firm headquartered in Plymouth, MA. The firm offers financial planning, pension consulting, and educational seminars. They manage portfolios for individuals, businesses, and charitable organizations. SHP Wealth Management has approximately $1.1 billion in assets under management and serves over 2,500 clients.
SHP Wealth Management, LLC

225 WATER ST

PLYMOUTH, MA 02360

$1.10B

Assets Under Management

1

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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other

Selection of other advisers fees

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Joseph Anderson’s Registration & Firm History

MA

03/07/2016 - Present

SHP Wealth Management, LLC (PLYMOUTH MA)

MA

07/06/2015 - 11/24/2015

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

01/06/2015 - 06/02/2015

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 01/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Arthur Anderson.
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