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Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Publication of Periodicals or Newsletters
    • -Selection of Other Advisors
    • -Educational seminars/workshops


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Ameriprise Financial Services Inc 1 year, 10 months Feb 2014 - Present
Linsco/Private Ledger 6 years, 8 months Jun 2007 - Feb 2014
Harbour Investments, Inc. 8 years, 4 months Feb 1999 - Jun 2007
Self Employed Ins. Broker 23 years, 1 month May 1984 - Jun 2007
Are You
Phillip Louis Anderson?
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Designations & Memberships

  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Mar 11, 2015
  • license status
  • disclosures
  • as of date
    Mar 11, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Ameriprise Financial Services, Inc.

Last updated on 2015-11-20
    • $172.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
    • $165.6K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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