Anne E. Page
Professional summary
Anne Elizabeth Page, who also goes by Anne M Page, Anne Page, Elizabeth Anne Page, is a registered financial advisor currently at INDEX FUND ADVISORS, INC. located in Irvine, California.
Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Anne has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anne Elizabeth Page's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 29, 2012 - Present
INDEX FUND ADVISORS, INC.
Office #1: 19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566July 23, 2009 - October 19, 2009
SECURITIES AMERICA, INC.
Primary Firm SEC Registration
INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/29/2012)
Exams
Current Firm
INDEX FUND ADVISORS, INC.
CRD#: 109143 / SEC#: 801-57978
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,146 |
| AUM (Assets Under Management) | $ 5,329,171,931 |
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.
