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Douglas Scott Anderson

Investment adviser representative at Life Strategies, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$121.2MFirm assets

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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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Life Strategies, Inc.Feb 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Life Strategies, Inc.

$121.2MAssets managed
115Clients
1Advisers
1 yearIn 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
4625870
Firm CRD
167732
Advisor's SEC record (opens in a new tab)
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