Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Anderson is a financial advisor with over 25 years of experience in the industry. Roy has held positions with several firms including LPL Financial LLC, Mutual Service Corporation, Allegheny Investments, Ltd., PFS Investments Inc., and Penn Capital Financial Services, Inc. Roy currently works with Cambridge Investment Research Advisors, Inc. and specializes in financial planning, portfolio management, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
11/16/2012 - Present
Cambridge Investment Research Advisors, Inc. (MURRYSVILLE PA)
PA
09/08/2009 - 11/29/2012
LPL FINANCIAL LLC (MURRYSVILLE PA)
PA
01/03/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (MURRYSVILLE PA)
PA
12/01/2006 - 12/15/2006
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
04/22/1998 - 12/01/2006
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
GA
01/30/1995 - 04/20/1998
PFS INVESTMENTS INC. (DULUTH GA)
PA
10/14/1994 - 11/15/1994
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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