Scott
Anderson
Gw Financial
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About this Advisor
Scott Anderson is a certified financial planner based out of Reno, Nevada with 9 years of relevant experience. Anderson is an employee of Gw Financial. During their career, the advisor has held roles at Pepperdine University, Chapman University, Scott Anderson Financial, Inc and Gw Financial, Inc. Anderson has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in California. Gw Financial is a registered investment firm based in Reno, NV. The firm has a total of six employees. It handles $94 million in assets under management across its 262 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 262 accounts, 47% belong to high-net-worth investors who have at least $1 million in assets available to invest. Gw Financial has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Gw Financial most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw Financial Brokerage Details
$93,514,000
6
262
$356,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Scott Anderson Work History
Scott has been registered as a financial advisor for 9 years.*
Gw Financial, Inc
Scott Anderson Financial, Inc
Chapman University
Pepperdine University
*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 Scott 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 Gw Financial
Reno, NV
Reno, NV
Reno, NV
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.
