Unclaimed Profile

Max David Anderson

ANDERSON & ANDERSON ADVISORY, LLC·LONGVIEW, Washington

SIE, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredANDERSON & ANDERSON ADVISORY, LLC

959 11TH AVENUE, LONGVIEW, WA 98632CRD# 2447255Firm CRD# 132989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Max David Anderson · LONGVIEW, WA

Registration

CRD #2447255 · ANDERSON & ANDERSON ADVISORY, LLC · 28 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Dec 2024 – present

ANDERSON & ANDERSON ADVISORY, LLC

Nov 2006 – Mar 2025

LONGVIEW, WA

INTERWEST CONSULTING GROUP, INC.

Jun 1998 – Dec 2004

LONGVIEW, WA

LINSCO/PRIVATE LEDGER CORP.

Jan 1998 – Jan 2005

LONGVIEW, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 15, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDERSON & ANDERSON ADVISORY, LLC

CRD 132989 · SEC 801-113259

AUM

$327M

Regulatory assets under management

Employees

627 client accounts

Services offered by ANDERSON & ANDERSON ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANDERSON & ANDERSON ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Max David Anderson offer?

Max David Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONGVIEW, Washington for a consultation.

What are Max David Anderson's credentials?

Max David Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Max David Anderson located?

Max David Anderson is based in LONGVIEW, Washington, working with ANDERSON & ANDERSON ADVISORY, LLC. Their office serves clients in the LONGVIEW metropolitan area and surrounding communities.

How does Max David Anderson charge for services?

Max David Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDERSON & ANDERSON ADVISORY, LLC?

ANDERSON & ANDERSON ADVISORY, LLC has approximately 6 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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