Brent Anderson is a ChFC-designated registered investment advisor, based in Santa Barbara, CA, with 52 years of industry experience.
Location
128 E. Carrillo St., Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is the CEO of Anderson Financial Solutions & Insurance Services, dealing with life, health, disability, annuities, and LTC, taking about a quarter of his time. He also works nearly full-time as an Investment Advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Streamline Capital CorporationBroker
Mutual Service CorporationBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Transamerica Financial Resources, INC.Broker
State Registrations13 states
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