Stephen Francis Anderson

CFP®

1851 SECURITIES

HARTFORD, CT

·CRD# 1181095·43 years experience

Professional Summary

Stephen Francis Anderson, CFP® is a registered financial advisor currently at 1851 SECURITIES, INC located in Hartford, Connecticut and AMS BROKERAGE SERVICES LLC located in Baton Rouge, Louisiana. Stephen is registered as a RR (Registered Representative) and started their career in finance in 1983. Stephen has worked at 15 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

43 years in the financial services industry

Current & Past Employments

1851 SECURITIES, INC·CRD# 153006

One American Row, Hartford, CT 06102

September 24, 2021 - Present

AMS BROKERAGE SERVICES LLC·CRD# 335083

1700 City Farm Drive Suite B, Baton Rouge, LA 70806

July 9, 2025 - Present

FIDELITY & GUARANTY SECURITIES, LLC·CRD# 315720

801 Grand Ave. Suite 2600, Des Moines, IA 50309

September 4, 2025 - Present

USCA SECURITIES LLC·CRD# 103789

4444 Westheimer Suite G500, Houston, TX 77027

March 6, 2026 - Present

HSIP SECURITIES, LLC·CRD# 332851

1. 305 West Front Street Suite 201, Traverse City, MI 496842. Roanoke, VA

March 13, 2026 - Present

BENEFIT FINANCE SECURITIES, LLC·CRD# 45113

14605 N. 73rd Street, Scottsdale, AZ 85260

April 21, 2026 - Present

BFP SECURITIES, LLC·CRD# 44731

14605 N 73rd St, Scottsdale, AZ 85260

April 21, 2026 - Present

ASHTON THOMAS SECURITIES, LLC·CRD# 16629

Roanoke, VA

March 5, 2026 - May 20, 2026

FN REALTY ADVISORS LLC·CRD# 325507

Red Bank, NJ

January 25, 2024 - December 1, 2024

FIDELITY & GUARANTY SECURITIES, LLC·CRD# 315720

Des Moines, IA

March 30, 2023 - March 4, 2024

TRUIST ADVISORY SERVICES, INC.·CRD# 283390

RIA

Richmond, VA

August 25, 2021 - July 13, 2022

TRUIST INVESTMENT SERVICES, INC.·CRD# 17499

Richmond, VA

August 25, 2021 - July 13, 2022

LPL FINANCIAL LLC·CRD# 6413

RIA

Downers Grove, IL

March 13, 2013 - September 21, 2021

LPL FINANCIAL LLC·CRD# 6413

Downers Grove, IL

October 15, 2009 - September 21, 2021

WATERSTONE FINANCIAL GROUP, INC.·CRD# 10078

Itasca, IL

October 28, 2002 - April 22, 2010

DREHER & ASSOCIATES, INC.·CRD# 8665

Oakbrook Terrace, IL

February 25, 1993 - October 28, 2002

COUNTRY CAPITAL MANAGEMENT COMPANY·CRD# 12060

Bloomington, IL

July 27, 1983 - February 20, 1993

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Current Firm

BFP SECURITIES, LLC

BFP SECURITIES, LLC | LIS SECURITIES, LLC | LIFE INSURANCE SOLUTIONS, L.L.C.

CRD#: 44731 / SEC#: 8-50798

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

14605 N 73rd St, Scottsdale, AZ 85260

Mailing Address

14605 N 73rd St, Scottsdale, AZ 85260

Phone Number

(480) 676-6400

Established

Delaware since 01/24/2000

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
BENEFIT FINANCE PARTNERS, LLC	OWNER	—
ANDERSON, STEPHEN FRANCIS	PRESIDENT/CCO	1181095

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 7/19/2011: NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - I DO SOME FIXED INSURANCE THROUGH OUTSIDE INSURANCE AGENCIES - TIME SPENT 50%. 2. 5/14/2012: STEPHEN F. ANDERSON FINANCIAL SERVICES - NON-VARIABLE INSURANCE DBA - INV REL - AT REPORTED BUSINESS LOCATION - 100% TIME SPENT. 3. 12/19/2019 - Dietrich Partners - Not Investment Related - 2540 Pebble Creek Drive, Lisle, Il 60532 - Other-Software Company - Started 10/01/2019 - 10 Hours Per Month/5 Hours During Securities Trading. 4. August 2021 Oyster Consulting, LLC 4128 Innslake Drive, Glen Allen, VA 23060 Not investment related, Director 150 hours/months, 20 hours/per week during securities hours 5. January 2014 Village of Lisle, Police Commissioner/Citizen Representative Not investment related 5/month 1hour week during securities hours

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

Alabama
(9/24/2021)

Alaska
(9/24/2021)

Arizona
(5/21/2026)

Arkansas
(9/24/2021)

California
(9/24/2021)

Colorado
(9/24/2021)

Connecticut
(9/24/2021)

Delaware
(9/24/2021)

District of Columbia
(5/26/2026)

Florida
(9/24/2021)

Georgia
(9/24/2021)

Hawaii
(9/24/2021)

Idaho
(9/24/2021)

Illinois
(9/24/2021)

Indiana
(9/24/2021)

Iowa
(9/24/2021)

Kansas
(9/24/2021)

Kentucky
(9/24/2021)

Louisiana
(9/24/2021)

Maine
(9/24/2021)

Maryland
(9/24/2021)

Massachusetts
(6/12/2026)

Michigan
(9/24/2021)

Minnesota
(9/24/2021)

Mississippi
(9/24/2021)

Missouri
(5/21/2026)

Montana
(9/24/2021)

Nebraska
(9/24/2021)

Nevada
(6/12/2026)

New Hampshire
(9/24/2021)

New Jersey
(9/27/2021)

New Mexico
(9/24/2021)

New York
(9/24/2021)

North Carolina
(9/24/2021)

North Dakota
(9/24/2021)

Ohio
(9/24/2021)

Oklahoma
(9/24/2021)

Oregon
(6/12/2026)

Pennsylvania
(9/24/2021)

Puerto Rico
(9/24/2021)

Rhode Island
(9/24/2021)

South Carolina
(9/24/2021)

South Dakota
(9/24/2021)

Tennessee
(3/6/2026)

Texas
(9/24/2021)

Utah
(9/24/2021)

Vermont
(9/24/2021)

Washington
(9/24/2021)

West Virginia
(9/24/2021)

Wisconsin
(9/24/2021)

Wyoming
(9/24/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

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Stephen Francis Anderson

Professional Summary

At a Glance

Other Aliases

Blog Corner

Similar Advisors

Videos & Posts

Similar Advisors

Contact Information

Similar Advisors

Similar Advisors

Credentials

Years of Experience

Current & Past Employments

Similar Advisors

Current Firm

Contact Information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Similar Advisors

Other business activities

Similar Advisors

State Registrations and Notice Filings

Exams

Series 65 — Uniform Investment Adviser Law Examination

Series 63 — Uniform Securities Agent State Law Examination

Series 99TO — Operations Professional Examination

SIE — Securities Industry Essentials Examination

Series 7 — General Securities Representative Examination

Series 27 — Financial and Operations Principal Examination

Series 24 — General Securities Principal Examination

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CRS (Client Relationship Summary) - BD

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