John G. Anderson

ANDERSON ADVISORS

Gainesville, GA 30501

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CRD#: 5922928

Professional summary

John Gary Anderson, who also goes by John Anderson, is a registered financial advisor currently at ANDERSON ADVISORS, INC. located in Gainesville, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Anderson

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.

ANDERSON ADVISORS; INVESTMENT-RELATED; 405 BROAD ST. SE GAINSEVILLE, GA 30501; INSURANCE SALES AND SERVICE; PRESIDENT; 6/2003; 160 HOURS PER MONTH; 160 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gary 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

November 22, 2022 - Present

ANDERSON ADVISORS, INC.

Office #1: 405 Broad St. Se, Gainesville, GA 30501

RIA

CRD#: 322833

Gainesville, GA

Past

October 3, 2018 - March 2, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

GAINESVILLE, GA

Past

May 16, 2011 - October 3, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

GAINESVILLE, GA

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

Georgia
(11/22/2022)

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 65

Date: 3/28/2011

Uniform Investment Adviser Law Examination

Current Firm

ANDERSON ADVISORS, INC.

CRD#: 322833 / SEC#:

Georgia

Registered Investment Advisory firm - (11/22/2022 Approved)

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Contact information

Main Address

405 Broad St. Se, Gainesville, GA 30501

Mailing Address

Phone number

(770) 531-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John G. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gary Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDERSON ADVISORS, INC.

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2011

Current Firm

ANDERSON ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

ANDERSON ADVISORS, INC.

TRUST BUT VERIFY

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