Debra
Anderson

Tiaa-Cref Individual & Institutional Services, LLC

CRD#1472834
Investment Advisor
in San Diego, CA

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About this Advisor

Debra Anderson is a financial advisor working in San Diego, California with a total of 2 years of relevant experience. Anderson is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Over the course of their career, Anderson has held roles at Nationwide Investment Services Corporation, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Nationwide Investment Advisors, LLC. Anderson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in California. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 employees. It oversees $31 billion in assets under management among its 76,892 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 76,892 accounts, 62% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the services provided. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC likely consist of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

3655 Nobel Drive Suite 140
San Diego, CA 92122

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CA Average: $7,464,549,021
Total Number of Employees

1,235

CA Average: 88
Total Number of Accounts

76,892

CA Average: 3,892
Average Account Size

$401,951

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Debra Anderson Work History

Debra has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2021 - Present (3 years)

Tiaa

2021 - 2021 (< 1 year)

Cetera Investment Services LLC

2021 - 2021 (< 1 year)

Cetera Investment Advisers LLC

2014 - 2020 (6 years)

Tiaa

2014 - 2020 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2009 - 2014 (5 years)

Nationwide Investment Services Corporation

2009 - 2014 (5 years)

Nationwide Investment Advisors, LLC

*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 Debra Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Shawn Buys
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Joy Massimi
Philadelphia, PA
Jeffrey Withington
Hanover, NH
Anthony Roselli
Roseland, NJ
David Arndt
Lewisville, TX
Braden Danielson
Spokane, WA
Jeffrey Norton
Minneapolis, MN

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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