Peter Anderson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2016 → Present
  Raymond James Financial Services
  Fort Lauderdale, FL
• 03/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Fort Lauderdale, FL
• 01/2019 → 07/2025
  Woodforest National Bank
  Fort Lauderdale, FL

Previous Registrations

• 2014-05-15 → 2016-04-04
  Transamerica Financial Advisors, Llc
  Plantation, FL
  Carmel, IN
• 2013-07-24 → 2014-04-15
  United Capital Financial Advisors
  Boca Raton, FL

Other Businesses

(1)Name of Business: Anderson Wealth Management LLC Address: 200 E Las Olas Blvd Suite 1040, Fort Lauderdale, FL, 33306, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/15/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC I was instructed to set up when I joined RJFS for banking purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-13
• S66 Uniform Combined State Law Examination
  2012-10-27

Designations

• Certified Financial Planner