Brett F Anderson

Employer firm

Fountainhead Wealth Planning CRD 339498

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Fountainhead Wealth Planning

Clemson, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-03-13

SC RA
APPROVED

Since 2026-03-13

Branch Locations

Clemson, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Covington	KY	03/2016	05/2018
Fisher Investments	Plano	TX	06/2018	07/2021
Foster Victor Wealth Advisors, Llc	Greenville	SC	07/2021	02/2022
E*Trade Securities Llc	Atlanta	GA	04/2022	06/2023
Morgan Stanley	Atlanta	GA	07/2022	06/2023
E*Trade Capital Management, Llc	Atlanta	GA	07/2022	06/2023
Unemployed/Convalesce	El Segundo	CA	06/2023	12/2023
Financial Finesse	El Segundo	CA	12/2023	02/2025
Resolute Capital	Greenville	SC	02/2025	10/2025
Fountainhead Wealth Planning	Easley	SC	12/2025	Present

03/2016 → 05/2018

Fidelity Brokerage Services Llc

Covington, KY
06/2018 → 07/2021

Fisher Investments

Plano, TX
07/2021 → 02/2022

Foster Victor Wealth Advisors, Llc

Greenville, SC
04/2022 → 06/2023

E*Trade Securities Llc

Atlanta, GA
07/2022 → 06/2023

Morgan Stanley

Atlanta, GA
07/2022 → 06/2023

E*Trade Capital Management, Llc

Atlanta, GA
06/2023 → 12/2023

Unemployed/Convalesce

El Segundo, CA
12/2023 → 02/2025

Financial Finesse

El Segundo, CA
02/2025 → 10/2025

Resolute Capital

Greenville, SC
12/2025 → Present

Fountainhead Wealth Planning

Easley, SC

Previous Registrations

2025-05-19 → 2025-10-14

Trunorth Advisors

Greenville, SC
2022-05-20 → 2023-06-09

Harrisdirect Llc

Arlington, VA

Atlanta, GA

Easley, SC
2022-07-15 → 2023-06-09

Morgan Stanley

Chicago, IL

Easley, SC

Atlanta, GA

San Francisco, CA

Atlanta, GA
2021-08-10 → 2022-02-07

Foster Victor

Greenville, SC
2018-06-26 → 2021-08-03

Fisher Investments

Plano, TX

Plano, TX
2016-05-09 → 2018-06-13

Strategic Advisers Llc

Marietta, GA
2015-09-21 → 2015-12-07

Mercer Global Advisors Inc.

Alpharetta, GA
2013-09-19 → 2015-07-27

Usaa Financial Planning Services

Atlanta, GA
2013-04-04 → 2013-09-12

Td Ameritrade, Inc.

Alpharetta, GA
2013-04-04 → 2013-09-12

Td Ameritrade Investment Management, Llc

Alpharetta, GA
2011-03-04 → 2013-03-06

Strategic Advisers Llc

Atlanta, GA

Alpharetta, GA

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED; EASLEY, SOUTH CAROLINA, INSURANCE SALES, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-05-17
S65	Uniform Investment Adviser Law Examination	2011-01-19

S63 Uniform Securities Agent State Law Examination

2022-05-17
S65 Uniform Investment Adviser Law Examination

2011-01-19

Designations

Certified Financial Planner

Other Names

Brett Franklin Anderson

View on SEC IAPD