AA
Alfreda D. Anderson
Some features on this profile are disabled
CRD#: 5760505
AA
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Alfreda Delores Anderson, who also goes by Alfreda Delores Anderson Mrs, Freda Crawford, Freda Wines, was a registered financial professional .
Alfreda is a previously registered financial professional and started their career in finance in 2010. Alfreda had worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Alfreda Delores Anderson Mrs | Freda Crawford | Freda Wines
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) NATIONAL SOCIETY OF BLACK ENGINEERS - NO - SAN DIEGO, CA - BOARD MEMBER. 2) INSURANCE PRODUCER FOR BELPOINTE INSURANCE, LLC, INVESTMENT RELATED, 125 GREENWICH AVE, GREENWICH, CT 06830, LIFE/ACCIDENT/HEALTH, WEEKDAYS DURING TRADING HOURS, SINCE 04/2016. 3) FREEDOM EQUITY GROUP - 154 W Branch Arroyo Grande, CA 93420 - Insurance and Annuity company - Life insurance and fixed annuity producer - RVP, Prospecting and selling life insurance and annuities - Week days, various times (about 3 of securities trading time) - Attend events, advertise, purchase leads - February, 2018. 4).Alfreda Delores Anderson is the acting treasurer of the NAACP in San Diego, which is the National Association for the Advancement of Colored People, is a nonprofit civil rights organization. Her responsibilities include attending Executive & General meetings once a month, voting on plans & activities, representing. 10 hours a month are devoted to this activity during and outside of trading hours. No yearly compensation is derived from this activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
June 7, 2019 - November 15, 2022
ACRYLIC FINANCIAL, INC.
RIA
CRD#: 288263
San Diego, CA
Past
April 13, 2016 - February 14, 2018
BELPOINTE ASSET MANAGEMENT LLC
RIA
CRD#: 143440
San Diego, CA
Past
April 7, 2015 - April 1, 2016
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
SAN DIEGO, CA
Past
June 20, 2012 - December 24, 2014
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
SAN DIEGO, CA
Past
January 1, 2012 - December 24, 2014
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
SAN DIEGO, CA
Past
March 2, 2010 - July 30, 2010
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
SAN DIEGO, CA
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".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
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.
