Nancy L. Anderson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nancy Lester Anderson, CFP®, who also goes by Nancy Lester, Nancy Evans Russell, Nancy Russell, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 1986. Nancy had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 24, 2013 - March 24, 2014
LEARNVEST PLANNING SERVICES, LLC
February 3, 2003 - October 11, 2006
EAGLE STRATEGIES LLC
December 13, 2002 - October 11, 2006
NYLIFE SECURITIES LLC
January 26, 1998 - May 1, 1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
July 14, 1997 - December 10, 2002
WAMU INVESTMENTS, INC.
June 21, 1996 - July 14, 1997
ASB FINANCIAL SERVICES
March 28, 1995 - November 17, 1995
ESSEX NATIONAL SECURITIES, LLC
December 16, 1994 - June 11, 1996
FIRST INTERSTATE INVESTMENTS,INC.
July 22, 1994 - December 16, 1994
IFMG SECURITIES, INC.
June 22, 1992 - July 8, 1994
DETWILER FENTON WEALTH MANAGEMENT INC
January 24, 1989 - July 9, 1992
CETERA WEALTH SERVICES, LLC
August 13, 1986 - July 29, 1989
METLIFE INVESTORS DISTRIBUTION COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LEARNVEST PLANNING SERVICES, LLC
CRD#: 162453 / SEC#: 801-76617
Contact information
Red Flags
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