Alan Anthony Anderson

Current Employers

Employment History

• 04/2009 → Present
  Carlyle Wealth Planning, Inc
  Alpharetta, GA
• 07/2016 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA

Previous Registrations

• 2011-10-25 → 2016-07-20
  Vsr Financial Services, Inc.
  Overland Park, KS
  Atlanta, GA
• 2008-03-07 → 2011-10-25
  Sanders Morris Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

(1) DEMPSEY COMPANIES; NOT INVESTMENT RELATED; 2951 PIEDMONT ROAD #200, ATLANTA, GA 30305; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN 2009; APPROXIMATELY FIVE HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2) CARLYLE WEALTH MANAGEMENT, NOT INVESTMENT RELATED, FIVE CONCOURSE PARKWAY, SUITE 3000, ATLANTA, GA 30328, DBA FOR MARKETING FINANCIAL SERVICES, OWNER, 01/2015, 200 PER MONTH, 160 DURING TRADING, DBA. (3) MEDICARE BACKOFFICE, NOT INVESTMENT RELATED, 8420 W. DODGE RD., STE 510 OMAHA, NE 68114, INSURANCE AGENCY PROVIDING MEDICARE ADVICE AND INSURANCE SERVICES, REFERRAL SOURCE, 2015, 1 HOUR/MONTH, DURING TRADING, REFER CLIENTS WHO NEED HELP WITH MORE COMPLEX MEDICARE QUESTIONS. (4). CARLYLE WEALTH PLANNING, INC.; INVESTMENT RELATED: YES; FIVE CONCOURSE PARKWAY, SUITE 3000, ATLANTA, GA 30328, UNITED STATES; 10/01/2007; POSITION: OFFICER; NATURE: NON-AFFILIATED FINANCIAL PLANNING SERVICES ARE CONDUCTED THROUGH THIS ENTITY; DESCRIPTION: COMPLETE FINANCIAL PLANS, ESTATE PLANNING, REVIEW CLIENT PORTFOLIOS. HOURS: 20 HOURS/MONTH; DURING SECURITIES TRADING: 20 HOURS

Exams

• S66 Uniform Combined State Law Examination
  2008-02-27

Designations