Byron D. Anderson

LAFFER TENGLER INVESTMENTS

Scottsdale, AZ 85253

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CRD#: 4343486

Professional summary

Byron Duane Anderson II, who also goes by Byron Duane Anderson II, is a registered financial advisor currently at LAFFER TENGLER INVESTMENTS, INC. located in Scottsdale, Arizona.

Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Byron has worked at 9 firms and has passed the Series 66, Series 65, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Byron Duane Anderson Ii

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. Emerald Water Anglers, Start Date: 09/15/2022, 4502 42nd Ave SW, Seattle, WA 98116, LLC, Fly Fishing/Guiding, Operations Manager and Flyfishing Guide, Duties include product ordering, guiding Flyfishing, event coordination, and managing finances of the company, Not Investment Related, 30 Hours per month, 0 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Duane Anderson II'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

June 14, 2024 - Present

LAFFER TENGLER INVESTMENTS, INC.

Office #1: 6730 N. Scottsdale Rd Suite 230, Scottsdale, AZ 85253

RIA

CRD#: 108068

Scottsdale, AZ

Past

August 22, 2022 - May 1, 2024

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Mercer Island, WA

Past

August 22, 2022 - May 1, 2024

MUTUAL SECURITIES, INC.

CRD#: 13092

Mercer Island, WA

Past

December 10, 2021 - September 2, 2022

LPL FINANCIAL LLC

CRD#: 6413

MERCER ISLAND, WA

Past

December 8, 2021 - September 2, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

MERCER ISLAND, WA

Past

March 5, 2018 - November 6, 2020

EK RILEY INVESTMENTS, LLC

RIA

CRD#: 121003

Seattle, WA

Past

August 9, 2006 - December 31, 2007

EK RILEY ADVISORS, LLC

RIA

CRD#: 124573

SEATTLE, WA

Past

July 8, 2005 - November 6, 2020

EK RILEY INVESTMENTS, LLC

CRD#: 121003

Seattle, WA

Past

January 20, 2005 - July 14, 2005

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

March 11, 2004 - September 20, 2004

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

April 9, 2002 - January 29, 2004

BONDHUB, INC.

CRD#: 104040

SEATTLE, WA

Past

April 20, 2001 - January 8, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 Approved)

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

Arizona
(7/5/2024)

IAR

Texas
(6/14/2024)

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 66

Date: 3/2/2018

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/6/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/25/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/18/2001

General Securities Representative Examination

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 Approved)

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Contact information

Main Address

1005 17th Ave S Suite 900, Nashville, TN 37212

Mailing Address

6730 N. Scottsdale Road Suite 230, Scottsdale, AZ 85253

Phone number

(800) 838-3468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAFFER TENGLER INVESTMENTS ADV PART 2A (9/10/2025)

LAFFER TENGLER INVESTMENTS ADV APPENDIX 1 WRAP FEE BROCHURE (9/10/2025)

Regulatory assets under management

Total Number of Accounts	673
AUM (Assets Under Management)	$ 622,024,616

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

Byron D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Byron Duane Anderson II's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL ADVISORS, LLC

MUTUAL SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EK RILEY INVESTMENTS, LLC

EK RILEY ADVISORS, LLC

EK RILEY INVESTMENTS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BONDHUB, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

LAFFER TENGLER INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2018

Series 65

Date: 10/6/2006

SIE

Date: 10/1/2018

Series 31

Date: 5/25/2001

Series 7

Date: 4/18/2001

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAFFER TENGLER INVESTMENTS, INC.

TRUST BUT VERIFY

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