Chester Anderson

7TH HARVEST INVESTMENTS

Dallas, TX 75248

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CRD#: 3206669

Professional summary

Chester Anderson III, CFP® is a registered financial advisor currently at 7TH HARVEST INVESTMENTS located in Dallas, Texas.

Chester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Chester has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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.

DBA CENTS 4 LIFE. CROWN FINANCIAL MINISTRIES-3105 CLIFTON DR-HIGHLAND VILLAGE, TX 75077. MARKET NON FINANCIAL BIBLICAL STUDY MATERIAL. START DATE 10/2012-10 HPM NOT DURING SECURITIES TRADING HOURS. TREASURER-WESTSIDE BAPTIST CHURCH, LEWISVILLE, TX 75067- ACCOUNING FOR CASH IN AND CASH OUT. 8 HPM NOT DURING SECURITIES TRADING HOURS. TREASURER-REAL LIFE MINISTRIES-ACCOUNTING FOR CASH IN AND CASH OUT. START DATE 4/2014. 5 HPM NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Anderson III'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

May 12, 2015 - Present

7TH HARVEST INVESTMENTS

Office #1: 17250 Dallas Parkway, Dallas, TX 75248

RIA

CRD#: 139792

Dallas, TX

Past

September 6, 2014 - May 7, 2015

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

LEWISVILLE, TX

Past

June 17, 2014 - May 7, 2015

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

LEWISVILLE, TX

Past

May 16, 2008 - November 9, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LEWISVILLE, TX

Past

August 30, 2007 - May 7, 2008

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

RICHARDSON, TX

Past

August 12, 1999 - August 10, 2007

PFS INVESTMENTS INC.

CRD#: 10111

LANCASTER, 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
(5/12/2015)

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

IAR

Series 65

Date: 9/6/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/7/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/12/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/8/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

7TH HARVEST INVESTMENTS

7TH HARVEST INVESTMENTS | LEGACYTEXAS WEALTH ADVISORS, LLC | LEGACYTEXAS WEALTH ADVISORS | LEGACY TEXAS WEALTH ADVISORS, LLC

CRD#: 139792 / SEC#: 801-68997

RIA

Registered Investment Advisory firm - (4/22/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2013 Approved)

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).

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Contact information

Main Address

17250 Dallas Parkway, Dallas, TX 75248

Mailing Address

Phone number

(972) 231-1525

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	224
AUM (Assets Under Management)	$ 77,958,742

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.

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Firm Stability Insights

Chester Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester Anderson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

GUARANTY BROKERAGE SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2014

Series 63

Date: 8/12/1999

SIE

Date: 5/7/2015

Series 7

Date: 6/7/2011

Series 6

Date: 8/12/1999

Series 26

Date: 4/8/2004

Current Firm

7TH HARVEST INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

7TH HARVEST INVESTMENTS

TRUST BUT VERIFY

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