NA
Nancy L. Anderson
NEW PERSPECTIVES
RIDGELAND, MS 39157
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CRD#: 2106600
NA
Professional summary
Nancy Lottridge Anderson, who also goes by Nancy Ellen Anderson, Nancy Ellen Lottridge, is a registered financial advisor currently at NEW PERSPECTIVES, INC. located in Ridgeland, Mississippi.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Nancy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Ellen Anderson | Nancy Ellen Lottridge
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.
Nancy Anderson is a part owner of the firm, New Perspectives, Inc. An investment advisory of which she is a registered representative.
Nancy Anderson is the Chair of the Mississippi College Retirement Committee. She is also the sponsor of the Mississippi College investment club. She does not receive any additional compensation from Mississippi College for these activities. These take approximately 4 hours a month, some of which may be during normal securities trading hours.
Nancy Anderson is an Associate Professor of Finance at Mississippi College. This is a position which takes approximately 15 hours a month, some of which may be during normal trading hours.
Nancy Anderson was on the board of the Mississippi Council of Economic Education from 2011 to 2014.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Lottridge 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®
NoneExperience
Current
June 25, 2002 - Present
NEW PERSPECTIVES, INC.
Office #1: 303 Highland Pk Cove Suite B, Ridgeland, MS 39157RIA
CRD#: 113925
RIDGELAND, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC.
CRD#: 113925 / SEC#: 801-112730
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/9/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/5/2018 Terminated)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
Louisiana(12/6/2012)
IAR
Mississippi(6/25/2002)
Exams
Current Firm
NP
NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC.
CRD#: 113925 / SEC#: 801-112730
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/9/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Highland Park Cove Suite B, Ridgeland, MS 39157
Mailing Address
Po Box 489, Tougaloo, MS 39174
Phone number
(601) 991-3158
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,091 |
| AUM (Assets Under Management) | $ 288,641,711 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NEW PERSPECTIVES, INC.
CRD#: 113925Ridgeland, MS 39157TRUST BUT VERIFY
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