Eric Lowell Anderson

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2018 → Present
  Verity Asset Management
  Durham, NC
• 01/2008 → Present
  Teacher's Pension & Insurance
  Oakdale, CA

Other Businesses

1) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 01/2008; 160 hours per month; 160 during market hours; Sell insurance and annuity products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-20