Charissa E. Anderson
Professional summary
Charissa Eilleen Anderson, CFP®, who also goes by Charissa Anderson, is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Charissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charissa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charissa Eilleen Anderson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
July 4, 2019 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204June 2, 2011 - February 17, 2017
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
June 2, 2011 - February 17, 2017
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
October 23, 2009 - March 14, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - March 14, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 7, 2006 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 2, 2005 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/4/2019)
Exams
Current Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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