Bryce Reed Anderson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/1999 → Present
  Crown Capital Securities, L.P.
  Portland, OR
• 05/2024 → Present
  Lpl Financial Llc
  Portland, OR

Other Businesses

(1) START DATE 1984, I DEVOTE 5 HRS/MO AS EMPLOYEE/OFFICER/DIRECTOR OF CERTIFIED PORTFOLIOS, INC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES ARE AS A PERSONAL INVESTMENT HOLDING CO. (2)START DATE 1983, I DEVOTE 5 HRS/MO AS EMPLOYEE/OFFICER/DIRECTOR OF INTERSTATE PENSION SERVICES, INC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE SALES & SERVICE OF INSURANCE & EVALUATION OF RETIREMENT PLANS. (3)START DATE 1983, I DEVOTE 5 HRS/MO AS INDEPENDENT CONTRACTOR FOR LIFE INSURANCE. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES ARE SALES & SERVICE OF LIFE INSURANCE POLICIES. BUSINESS ADDRESS FOR ABOVE: 9904 SE 92ND AVE., PORTLAND, OR 97086. (4) START 5/2017 I DEVOTE 5 HRS/MO NONE DURING TRADING AS OWNER OF RENTAL REAL ESTATE. THIS IS NOT AN INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO ARRANGE REAL ESTATE CONDO FOR SHORT TERM RENTAL. BUSINESS ADDRESS: 25339 ARROYO CT CALDWELL, ID 83607.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-17
• S65 Uniform Investment Adviser Law Examination
  1993-11-15
• S63 Uniform Securities Agent State Law Examination
  1983-04-28