Thomas Edward Anderson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 06/2017
  Woodbury Financial Services
  Clendenin, WV
• 03/2005 → Present
  Poca Valley Financial
  Walton, WV
• 06/2017 → 11/2017
  Investment Centers Of America
  Elkview, WV
• 11/2017 → Present
  Cetera Investment Advisers Llc
  Elkview, WV
• 11/2017 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2017-06-08 → 2017-11-06
  Investment Centers Of America, Inc.
  Elkview, WV
  Appleton, WI
  Poca, WV
  Elkview, WV
  Walton, WV
• 2012-07-06 → 2017-06-05
  Woodbury Financial Services, Inc.
  Walton, WV
  Sissonville, WV
  Clendenin, WV
  Elkview, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-16
• S63 Uniform Securities Agent State Law Examination
  2003-11-19

Other Names

• Thomas Edward Anderson