Stifel, Nicolaus & Company, Inc
About this Advisor
Randy Anderson is a certified financial planner who works out of Boise, Idaho, with a total of 10 years of experience as a financial advisor. Anderson works at Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Ubs Financial Services Inc and Stifel Nicolaus & Co Inc. Anderson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Idaho. Stifel, Nicolaus & Company, Inc is a firm operating in Boise, Idaho. It has offices in 434 locations and a total of 6,384 people on staff. It manages $149 billion in total assets across its 316,625 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 client accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which service is provided. However, fees charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Randy Anderson Work History
Randy has 10 years of experience.
Stifel Nicolaus & Co Inc
Ubs Financial Services Inc
Randy Anderson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
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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.