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BA

Brian C. Anderson

LIFE RETIREMENT SERVICES
North Jefferson, MD
Some features on this profile are disabled
CRD#: 5263656
BA

Professional summary

Brian Cornell Anderson is a registered financial advisor currently at LIFE, INC. RETIREMENT SERVICES located in North Jefferson, Maryland.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 2 firms and has passed the SIE and Series 6 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Cornell 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®
None

Experience

Current

September 6, 2019 - Present

LIFE, INC. RETIREMENT SERVICES

RIA
CRD#: 173073
North Jefferson, MD
Past

April 24, 2012 - July 16, 2019

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

February 27, 2007 - June 16, 2009

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH

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
Ohio
(9/6/2019)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/23/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LR
LIFE, INC. RETIREMENT SERVICES
IVORY HILL, LLC | NEFF, RYAN | LIFE, INC. RETIREMENT SERVICES

CRD#: 173073 / SEC#:

Florida
Registered Investment Advisory firm - (6/6/2019 Approved)
Maryland
Registered Investment Advisory firm - (8/19/2019 Approved)
Minnesota
Registered Investment Advisory firm - (4/14/2021 Approved)
New York
Registered Investment Advisory firm - (6/23/2021 Approved)
North Carolina
Registered Investment Advisory firm - (2/25/2021 Approved)
Ohio
Registered Investment Advisory firm - (11/3/2014 Approved)
Texas
Registered Investment Advisory firm - (4/5/2022 Conditional Restricted)
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Contact information

Main Address
Delaware, OH
Mailing Address
100 E Campus View Blvd Suite #250, Columbus, OH 43235
Phone number
(614) 396-7652
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts321
AUM (Assets Under Management)$ 99,743,000

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.

Company Information

LIFE, INC. RETIREMENT SERVICES

CRD#: 173073North Jefferson, MD

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