Joseph
Anderson
Shp Wealth Management, LLC
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About this Advisor
Joseph Anderson is a financial advisor who works out of Plymouth, Massachusetts with 7 years of relevant experience. Anderson is an advisor for Shp Wealth Management, LLC. The advisor has gained experience at Eaton Vance Investment Managers, Eaton Vance Distributors, Inc, Sentinel Benefits & Financial Group, East Coast Office Installations, University Of Massachusetts Amherst, Mass Mutual Life Insurance Company, Mml Investors Services, Shp Wealth Management, LLC, Commonwealth Financial Group and Shp Financial, LLC. Anderson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Shp Wealth Management, LLC is a business that has its headquarters in Plymouth, MA. The investment advisory business has offices in five locations and a total of 42 advisors. It administers $906 million in total assets among its 5,079 client accounts, placing it among the larger firms in the United States by assets under management. The firm advises three charitable organizations. Of its 5,079 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services are provided. Fees billed by Shp Wealth Management, LLC most likely are comprised of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$905,687,204
42
5,079
$178,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Anderson Work History
Joseph has been registered as a financial advisor for 7 years.*
Shp Wealth Management, LLC
Shp Financial, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Commonwealth Financial Group
Eaton Vance Investment Managers
Eaton Vance Distributors, Inc
Sentinel Benefits & Financial Group
East Coast Office Installations
University Of Massachusetts Amherst
*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 Joseph 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 Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
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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