Randy
Anderson

Stifel, Nicolaus & Company, Inc

CRD#2702160
Investment Advisor
in Boise, ID

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

800 West Main Street Suite 1260 (12Th Floor)
Boise, ID 83702

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

ID Average: $11,469,110,461
Total Number of Employees

6,384

ID Average: 458
Total Number of Accounts

316,625

ID Average: 33,415
Average Account Size

$469,203

ID Average: $343,232

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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.

2020 - Present (2 years)

Stifel Nicolaus & Co Inc

2012 - 2020 (8 years)

Ubs Financial Services Inc

Disclosures

Randy Anderson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
David Westerfeld
Bakersfield, CA
Scott Schulick
Canfield, OH
Randy Anderson
Boise, ID
Kevin Walls
Wilmington, DE
Margaret Pacheco
Tampa, FL
Ron Bekins
Palm Beach, FL
Craig Bonelli Jr.
Paso Robles, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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