Carolyn Jean Anderson
Investment adviser representative at Ptma Investment Advisors
10 yearsExperience
1 stateRegistered in
$104.2BFirm assets
14 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Ptma Investment AdvisorsOct 2025 to now
- Pma Financial Network, LLCOct 2025 to now
- Pma Securities, LLCOct 2025 to now
- Commerce Street Capital, LLCAug 2023 to Oct 2025
- UnemployedMar 2023 to Aug 2023
- Crossfirst BankSep 2016 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ptma Investment Advisors
Legal name: Public Trust Advisors, LLC
$104.2BAssets managed
82Clients
12Advisers
14 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
- 3123981
- Firm CRD
- 159189