Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Anderson is a financial advisor at LPL Financial LLC. Robert has been in the industry since 1982 and has worked for several firms including Securities America, Inc., Brecek & Young Advisors, Inc., and LPL Financial LLC. Robert holds Series 7, 6, 22, 24, 63, and 65 licenses, and is a Certified Financial Planner. Robert is registered to provide investment advice in California and is licensed to sell securities and investment advisory services. Robert is also active in the community, being involved with several organizations, and is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
LPL Financial LLC (CHICO CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CHICO CA)
CA
01/03/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (PARADISE CA)
SC
01/09/1990 - 01/06/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
11/19/1989 - 01/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/01/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/17/1982 - 02/17/1989
CAPITAL PLANNING GROUP, INC.
IA
Issued 03/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Anderson is the right advisor for you? Invested Better is here to help.
