Kurtis
Anderson
Pfg Advisors
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About this Advisor
Kurtis Anderson is a financial advisor based in San Diego, California. Anderson is on the advisory team at Pfg Advisors. Throughout their career, they have worked at Av&I, LLC, Lone Star Restorations, LLC, Cu Denver, Axa Advisors, LLC, Equitable Advisors, LLC, Student, Lpl Financial LLC, Securities America, Inc and Pfg Advisors. Anderson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Pfg Advisors is a registered investment business headquartered in Phoenix, AZ. It has offices in 129 locations and a total of 94 people on staff. It administers $2 billion in assets among its 9,045 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 9,045 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. Pfg Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types billed by Pfg Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kurtis Anderson Work History
Kurtis has been registered as a financial advisor for 0 years.*
Securities America, Inc
Pfg Advisors
Lpl Financial LLC
Student
Axa Advisors, LLC
Equitable Advisors, LLC
Cu Denver
Lone Star Restorations, LLC
Av&I, LLC
Cu Denver
*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 Kurtis 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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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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