Stacey Mcintosh Anderson
Investment adviser representative at Colton Groome Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$724.9MFirm assets
8 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Colton Groome & CompanyAug 2019 to now
- Colton Groome Financial Advisors, LLCAug 2019 to now
- Valmark Securities, Inc.Aug 2019 to now
- Wells Fargo AdvisorsFeb 2017 to Aug 2019
- LPL FinancialSep 2014 to Feb 2017
- Mcquilling Financial ServicesJun 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Colton Groome Financial Advisors, LLC
$724.9MAssets managed
362Clients
10Advisers
8 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
- 6200683
- Firm CRD
- 128365