Richard
Anderson

Flagship Harbor Advisors, LLC

CRD#5295717
Investment Advisor
in Walpole, NH

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About this Advisor

Richard Anderson is a financial advisor operating out of Walpole, New Hampshire, with 11 years of relevant experience. Anderson is on the advisory team at Flagship Harbor Advisors, LLC. Anderson has gained experience at Lpl Financial LLC and Flagship Harbor Advisors, LLC. Anderson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New Hampshire. Flagship Harbor Advisors, LLC is an advisory company that has its headquarters in Boston, MA. It has offices in 33 locations and a total of 52 people on staff. It administers $2 billion in assets between its 11,796 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 11,796 accounts, 29% belong to high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the services. Fee types charged by Flagship Harbor Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

42 Main Street
Walpole, NH 03608

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,928,860,764

NH Average: $16,012,751,954
Total Number of Employees

52

NH Average: 118
Total Number of Accounts

11,796

NH Average: 4,567
Average Account Size

$163,518

NH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Richard Anderson Work History

Richard has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Flagship Harbor Advisors, LLC

2011 - Present (13 years)

Lpl Financial LLC

*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 Richard 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 Flagship Harbor Advisors, LLC

Irina Andreasen
Hampton, NH
Nancy Andrew
Boston, MA
Adam Hogue
North Andover, MA
Erik Jefferson
Boston, MA
Christopher Sheehan
Boston, MA
Lee Pappas
Boston, MA
Barbara Maitland
Salem, MA
Philip Mathey
Boston, 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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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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