Roy Wilbert Anderson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2012 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2012 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2009-12-16 → 2012-11-29
  Lpl Financial Llc
  Murrysville, PA

Other Businesses

1. 10/5/2010 - DBA ONLY - THE EQUITY ADVISOR GROUP, INC. 2. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3. ROY ANDERSON ENTERPRISES INC., 3875 FRANKLINTOWN CT STE 210, MURRYSVILLE, PA., 07/25/2013, OWNER, ROY ANDERSON ENTERPRISES INC., INV REL, 160/HR MO, 160/HR MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-15
• S63 Uniform Securities Agent State Law Examination
  1994-10-12