David
Anderson

Riggs Capital Management, LLC

CRD#3194372
Investment Advisor
in American Fork, UT

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About this Advisor

David Anderson is a financial advisor based in American Fork, Utah, working with Riggs Capital Management, LLC. David has previously held positions at Exfuze, Certified Financial Group, and Riggs Capital Management, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, David is part of Riggs Capital Management, LLC, which operates out of American Fork, Utah. The firm has 9 employees and manages assets totaling $275.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Riggs Capital Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1112 East 300 North Suite 200
American Fork, UT 84003

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Riggs Capital Management, LLC Brokerage Details

Total Assets Under Management

$275,331,534

UT Average: $693,624,108
Total Number of Employees

9

UT Average: 12
Total Number of Accounts

372

UT Average: 1,115
Average Account Size

$740,139

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

David Anderson Work History

2014 - Present (11 years)

Riggs Capital Management, LLC

2008 - Present (17 years)

Exfuze

2008 - Present (17 years)

Certified Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David 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 Riggs Capital Management, LLC

James Houston
American Fork, UT
Krey Thompson
American Fork, UT
David Anderson
American Fork, UT
Cameron Foster
American Fork, UT
Craig Riggs
Orem, UT
Jay Riggs
Pleasant Grove, UT
Michael Ross
Smoot, WY
Sheila Johnston
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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