Ryan
Anderson
Rock House Financial
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About this Advisor
Ryan Anderson is a financial advisor who works out of Farmington, Utah. Anderson is an advisor for Rock House Financial. During their career, Anderson has held roles at Bountiful High School, The Church Of Jesus Christ Of Latter-Day Saints, Blue Moose Sweet Shoppe, Eccles Tennis Center, Hawx Services, Rockworth Companies, Fidelity Brokerage Services LLC, Sportsmed Physical Therapy and Rock House Financial. Anderson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Rock House Financial is a registered investment company that has its headquarters in Farmington, UT. It handles $180 million in assets between its 1,098 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 1,098 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in investable assets. Rock House Financial provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually vary depending on which services are offered. Fee types billed by Rock House Financial likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rock House Financial Brokerage Details
$179,688,735
11
1,098
$163,651
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Ryan Anderson Work History
Ryan has been registered as a financial advisor for 0 years.*
Rock House Financial
Rock House Financial
Fidelity Brokerage Services LLC
Hawx Services
Rockworth Companies
Sportsmed Physical Therapy
Blue Moose Sweet Shoppe
Eccles Tennis Center
The Church Of Jesus Christ Of Latter-Day Saints
Bountiful High School
*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 Ryan 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 Rock House Financial
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
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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