J Todd Anderson

Current Employers

Employment History

• 05/1986 → 01/2025
  Lincoln Financial Advisors Corporation
  Salt Lake City, UT
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 1995-07-21 → 2025-01-24
  Osaic Fa, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Ogden, UT
  Holladay, UT
  Holladay, UT

Other Businesses

1)LIFE INSURANCE WITH BROKERAGE COMPANIES. INSURANCE, INVESTMENT RELATED, AGENT/BROKER, OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENT, PREMIUM FINANCING, TRADITIONAL LIFE INSURANCE, START 03/16/2009, 11HPM, 1HDTH. 2)TURNBERRY, LLC., 1084 W. LIME CANYON ROAD, MIDWAY, UTAH 84049 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: LLC WILL OWN VACATION PROPERTY START DATE: 3/1/13 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3)J TODD ANDERSON 3165 E. MILLROCK DRIVE SUITE 300 SALT LAKE CITY, UT 84121 CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: AUTHOR DUTIES: CO-AUTHORED A BOOK "MASTERING YOUR FINANCIAL SUCCESS" START DATE: 09/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-05
• S63 Uniform Securities Agent State Law Examination
  1987-01-21

Designations