JAMES ANDERSON, CFP®, ADPA, CIMA®
CERTIFICATIONS
CERTIFIED FINNACIAL PLANNER™ professional- Accredited Domestic Partnership Advisor
- Certified Investment Management Analyst
LICENSES
- Series 7, 9,10, 31, 63, 65
- Life Insurance
BUSINESS EXPERIENCE
- 1998 - 2000: J.C. Bradford & Co.
- 2000 - 2009: Wachovia Securties - Well Fargo Advisors
- 2009 - 2014: Morgan Stanley
- 2014 - Present: Anderson Asset Management
ASSOCIATIONS
- Investment Management Consultants Association
- Certified Financial Planner™ Board of Standards, Inc.
EDUCATION AND LICENSING
- The Webb School, Bell Buckle, TN
- The University of Tennessee, Knoxville, TN
- Vanderbilty University, Nashville, TN - BA Mathematics
- Wharton School of Business, Philadelphia, PA - CIMA®
- College for Financial Planning - CFP®
James Anderson is licensed in the following state(s): AL, CA, DC, FL, GA, NC, TN, VA, WA