Paul B. Anderson

ANDINA FAMILY OFFICES

Lehi, UT 84043

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CRD#: 2497815

Professional summary

Paul Brent Anderson is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Lehi, Utah.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Paul has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

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.

1) PAUL ANDERSON ACCOUNTING; ACCOUNTING & INCOME TAX PREP SVCS; 5672 W 10680 N HIGHLAND UT 84003; 0 HRS DURING MARKET 2) FINANCIAL COACHING ON TELEPHONE(NON-SECURITIES RELATED); 12257 S BUSINESS PARK DR STE 200 DRAPER UT 84020; 0 HRS DURING MARKET 3) EMPOWERED WEALTH/LIFE CONSULTING AND COACHING--CONSULTANT AND PRESIDENT - 50% TIME SPENT 5) SMART POLICY ADVANTAGE, LIFE INSURANCE SALES - AGENT/PRESIDENT, MANAGE LIFE INSURANCE SALES PROCESS - START DATE: 10/2001 - LOCATD AT 222 S MAIN SUITE 500 SALT LAKE CITY, UT 84101, United States - TIME SPENT 15% 6) THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: CHURCH LEADER NATURE: CHARITABLE AND RELIGOUS SERVICE INVESTMENT RELATED: NO NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 6/1999 ADDRESS: 5672 W. 10680 NORTH, HIGHLAND UT 84003

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brent Anderson's CRS (Customer Relationship Summary).

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

January 10, 2019 - Present

ANDINA FAMILY OFFICES

Office #1: Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

RIA

CRD#: 151762

Lehi, UT

Past

August 1, 2018 - December 31, 2018

ANDINA FAMILY OFFICES

RIA

CRD#: 151762

LEHI, UT

Past

June 30, 2009 - July 16, 2018

COOPER MCMANUS

RIA

CRD#: 111458

SALT LAKE CITY, UT

Past

May 27, 2009 - July 13, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

SALT LAKE CITY, UT

Past

January 14, 2009 - June 8, 2009

PRIVATE WEALTH ADVISORS, INC.

RIA

CRD#: 148144

BOUNTIFUL, UT

Past

April 19, 2001 - March 30, 2009

PRIVATE CONSULTING GROUP, INC.

CRD#: 45053

BOUNTIFUL, UT

Past

July 10, 2000 - April 24, 2001

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

September 15, 1999 - December 31, 2008

PRIVATE CONSULTING GROUP, INC.

RIA

CRD#: 45053

BOUNTIFUL, UT

Past

September 15, 1999 - July 10, 2000

PRIVATE CONSULTING GROUP, INC.

CRD#: 45053

PORTLAND, OR

Past

August 7, 1998 - September 8, 1999

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

Past

September 21, 1994 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

September 21, 1994 - August 19, 1998

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

September 15, 1994 - September 20, 1994

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

ANDINA FAMILY OFFICES

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (12/16/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/10/2019)

IAR

Utah
(1/10/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/5/1994

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/28/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/14/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/17/2000

General Securities Principal Examination

Current Firm

ANDINA FAMILY OFFICES

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (12/16/2014 Terminated)

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Contact information

Main Address

Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Mailing Address

Phone number

(801) 653-0564

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,341
AUM (Assets Under Management)	$ 1,016,634,723

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.

Contact information

xxxxx@xxxx.xxx

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Paul B. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brent Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDINA FAMILY OFFICES

COOPER MCMANUS

SECURITIES AMERICA, INC.

PRIVATE WEALTH ADVISORS, INC.

PRIVATE CONSULTING GROUP, INC.

KESTRA INVESTMENT SERVICES, LLC

PRIVATE CONSULTING GROUP, INC.

PRIVATE CONSULTING GROUP, INC.

UNITED SECURITIES ALLIANCE, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 63

Date: 10/5/1994

Series 65

Date: 9/28/1994

SIE

Date: 7/13/2018

Series 7

Date: 4/5/2000

Series 6

Date: 9/14/1994

Series 24

Date: 10/17/2000

Current Firm

ANDINA FAMILY OFFICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANDINA FAMILY OFFICES

TRUST BUT VERIFY

Contact information

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