Robert Arthur Oliver 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

• 08/2007 → 10/2024
  Harbor Financial Services, Llc
  Mobile, AL
• 12/2021 → 10/2024
  Level Four Advisory Services
  Dallas, TX
• 10/2024 → 11/2025
  Commonwealth Financial Network
  Waltham, FL
• 11/2025 → Present
  Raymond James Financial Services Inc.
  Vero Beach, FL
• 11/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Vero Beach, FL

Previous Registrations

• 2024-10-30 → 2025-11-03
  Commonwealth Financial Network
  Park Falls, WI
  Waltham, MA
  Vero Beach, FL
• 2021-12-21 → 2024-10-29
  Level Four Advisory Services
  Dallas, TX
• 2007-12-04 → 2021-12-21
  Level Four Financial, Llc
  Dallas, TX
  Mobile, AL
  Vero Beach, FL
  Louisville, KY
  Mobile, AL
  Huntington, WV
  Dallas, TX
  Ovideo, FL
• 2005-12-14 → 2007-08-03
  Raymond James Financial Services, Inc.
  Vero Beach, FL
  Vero Beach, FL

Other Businesses

(1)Name of Business: A Plus Plus Investments, Inc./DBA Anderson Wealth Management Address: 1515 Indian River Blvd Ste A243, Vero Beach, FL, 32960-7111, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 01/30/2003 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Keep the books and pay the bills. This is the S-corp I use to run my Advisory and Brokerage business (2)Name of Business: Butternut Midgets, LLC Address: 962 18th Ave SW, Vero Beach, FL, 32962, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent space in a warehouse to tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-02
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Other Names

• Bob Anderson
• Robert Arthur Oliver Anderson
• Robert Anderson