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Nicholas J Anderson

Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. UpworkOct 2025 to now
  2. Raymond James & Associates, Inc.Aug 2024 to now
  3. L'oreal USAJun 2022 to Aug 2024
  4. Cfo Alliance, Inc.Jan 2021 to Jun 2022
  5. UnitedbankAug 2019 to Jan 2021
  6. First Citizens State BankDec 2018 to Aug 2019
  7. Premier BankMay 2016 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
7967872
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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