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Scott Kight Anderson

GW Financial

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About Scott Kight Anderson

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.

Firm Information

Scott Anderson is currently registered with GW Financial. GW Financial, based in Reno, Nevada, is an investment advisor with over $93 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, trusts, charitable organizations, and businesses. They also offer selection of other advisors services.
GW Financial

5470 KIETZKE LANE

RENO, NV 89511

$93.51M

Assets Under Management

5

Total Clients

3

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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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.

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financial consulting

Financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Scott Anderson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Kight Anderson.
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