Denise Paige Anderson
Investment adviser representative at Ibex Wealth Advisors, LLC
5 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Ibex Wealth Advisors, LLCMay 2019 to now
- LPL Financial, LLCMay 2019 to now
- UnemployedJan 2019 to May 2019
- Bpp Wealth SolutionsMar 2018 to Jan 2019
- National Financial NetworkJul 2017 to Mar 2018
- UnemployedMar 2017 to Jun 2017
- Beautyworkswest LtdSep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ibex Wealth Advisors, LLC
$1.3BAssets managed
892Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2181856
- Firm CRD
- 168674