Cari
Anderson

Pruco Securities, LLC

CRD#7386146
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Cari Anderson is a financial advisor working in Scottsdale, Arizona with 1 year of industry experience. Anderson is an advisor for Pruco Securities, LLC. The advisor has gained experience at Pruco Securities, LLC, Geronimo, Habitat For Humanity, Liberty National, Lasco Enterprises and Prudential Insurance Company Of America. Anderson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in New Mexico. Pruco Securities, LLC is an advisory business that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 people on staff. It controls $14 billion in assets under management across its 106,737 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 106,737 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. Pruco Securities, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the type of services. Fees charged by Pruco Securities, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16260 N 71St Street Suite 150A
Scottsdale, AZ 85254

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

AZ Average: $10,121,009,343
Total Number of Employees

2,500

AZ Average: 92
Total Number of Accounts

106,737

AZ Average: 6,978
Average Account Size

$131,438

AZ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Cari Anderson Work History

Cari has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Pruco Securities, LLC

2021 - Present (3 years)

Geronimo

2021 - Present (3 years)

Prudential Insurance Company Of America

2021 - 2021 (< 1 year)

Habitat For Humanity

2014 - 2020 (6 years)

Liberty National

2012 - 2014 (2 years)

Lasco Enterprises

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cari Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

Kenneth Mullins
Winter Springs, FL
Dean Dunbar
Scottsdale, AZ
James Wright
Bellevue, WA
Sheila Gentile
Newark, NJ
Andrew Estreich
Port Washington, NY
Ellen Goodman
Wakefield, MA
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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