Unclaimed
Scott Kight Anderson is a financial advisor with over 17 years of experience in the industry. Scott is currently registered with GW Financial and Scott Anderson Financial, Inc. Scott has a strong background in both financial planning and accounting, having served as an instructor at Chapman University and maintaining his own personal tax clients as a CPA/Enrolled Agent. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. Scott is passionate about helping individuals and families 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.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
NV
07/25/2014 - Present
GW Financial (RENO NV)
CA
07/08/2005 - 12/31/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)
NY
03/06/2000 - 02/21/2001
GRANT BETTINGEN, INC. (NEW YORK NY)
BOTH
Issued 09/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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