Marcus Anderson
- Role
- Wealth Manager Partner at Merit Financial Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Marcus Anderson
Marcus Anderson is a CERTIFIED FINANCIAL PLANNERTM professional and has earned the…
Experience
Wealth Manager Partner
Oct 2016 — Present
SIMPLIFYING RETIREMENT Our process strives to help you increase your opportunity to live a fulfilling and meaningful retirement while helping you build and preserve your legacy. In 2001, I started as a financial advisor and found it extremely fulfilling to see the relief and confidence my clients felt when they knew they are prepared. I believe financial planning is an ongoing process that needs to move with the motion of life and having a trusted partner that can help smooth the ride in turbulent times. If you would like more information, please contact me at 70••••••00 or M••••••••@Meritfa.Com Certified Financial Planner CFP® (ID# Certified Investment Management Analyst CIMA® (ID# 105146) Accredited Investment Fiduciary AIF® (ID# 5510) NPN: 59•••48 License # 59•••48 Licensed in NC: Life, Health, Variable Life, Variable Annuity Series 7 and 24 registrations held with LPL Financial Series 66 registration held at both LPL Financial and Merit Financial Group Securities offered through LPL Financial, Member FINRA /SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Merit Financial Group, LLC, a SEC registered investment advisor. Merit Financial Group, LLC and Sharp Advisors, Inc. are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Skills
- Retirement Planning
- Training
- Portfolio Management
- Investment Strategies
- Investment Management
- Financial Advisory
- Wealth Management
- Banking
- Financial Analysis
- Series 7
- Securities
- Asset Managment
- Financial Services
- Financial Planning
- Trading
- Investments
- Risk Management
- Finance
- Alternative Investments
- Fixed Income
- Asset Management
- Investment Advisory
- Management
- Mutual Funds
- Retirement
- Strategic Planning
- Asset Allocation
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