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JD

Jacqueline L. Degideo

ANCHOR FINANCIAL
Tacoma, WA 98406
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CRD#: 1820529
JD

Professional summary


Jacqueline L Degideo, who also goes by Jacqueline Lee Degideo, Jacqueline Mccollum, is a registered financial advisor currently at ANCHOR FINANCIAL located in Tacoma, Washington.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jacqueline has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jacqueline Lee Degideo | Jacqueline Mccollum

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) THE MEDICARE EXCHANGE; INV REL; INSURANCE AGENT; INSUR SALES AND SERVICES; START 07/2015; TACOMA, WA; 180 HRS/MO. (2) SOUND MEDICARE ADVISORS, LLC; INV REL; OWNER; INSUR SERVICES; START 10/2013; TACOMA, WA; 180 HRS/MO; 20 HRS DURING SECUR TRADING HRS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jacqueline L Degideo's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 21, 2021 - Present

ANCHOR FINANCIAL

Office #1: 6004 Westgate Blvd. Suite 120, Tacoma, WA 98406
RIA
CRD#: 310081
Tacoma, WA
Past

November 8, 2013 - September 3, 2015

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
TACOMA, WA
Past

August 29, 1991 - February 4, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

April 26, 1988 - August 2, 1991

MASON, HUNT & CO., INC.

BD
CRD#: 13680

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(12/21/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/21/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
ANCHOR FINANCIAL
ANCHOR FINANCIAL | ANCHOR FINANCIAL LLC

CRD#: 310081 / SEC#:

Texas
Registered Investment Advisory firm - (10/11/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/21/2021 Approved)
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Contact information


Main Address
6004 Westgate Blvd. Suite 120, Tacoma, WA 98406
Mailing Address
Phone number
(888) 824-0327
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts56
AUM (Assets Under Management)$ 6,985,432

Red Flags


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.

Company Information


ANCHOR FINANCIAL

CRD#: 310081Tacoma, WA 98406

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