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PA

Paul M. Anderson

AMERICAN MARKET ADVISORS
Shavano Park, TX 78231
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CRD#: 2084232
PA

Professional summary


Paul Moss Anderson is a registered financial advisor currently at AMERICAN MARKET ADVISORS, INC. located in Shavano Park, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Paul has worked at 1 firm and has passed the Series 2 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Anderson, Johns, Yao & Davis CPAs P.C. NON INVESTMENT-RELATED 4126 Pond Hill Rd Ste 100 Shavano Park, TX 78231 PUBLIC ACCOUNTING FIRM PRESIDENT BEGAN 02/2001 TO PRESENT 160/MONTH 95% OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITY TRADING HOURS PRACTICE OF PUBLIC ACCOUNTING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paul Moss Anderson'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 4, 1990 - Present

AMERICAN MARKET ADVISORS, INC.

Office #1: 4126 Pond Hill Rd Ste 100, Shavano Park, TX 78231
RIA
CRD#: 115796
Shavano Park, TX

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
Texas
(12/4/1990)

Exams


General Industry/Product Exam
RR
Series 2
Date: 7/25/1990
Non-Member General Securities Examination

Current Firm


AM
AMERICAN MARKET ADVISORS, INC.
AMERICAN MARKET ADVISORS, INC. | PRINCIPAL ASSET MANAGEMENT, INC.

CRD#: 115796 / SEC#:

Texas
Registered Investment Advisory firm - (12/4/1990 Approved)
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Contact information


Main Address
4126 Pond Hill Road Ste. 100, Shavano Park, TX 78231-1294
Mailing Address
Phone number
(210) 696-9400
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 25,417,000

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


AMERICAN MARKET ADVISORS, INC.

CRD#: 115796Shavano Park, TX 78231

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