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professional profile

Shon Patrick Anderson, CFA, CFP

AgentIAR Dayton, OH CRD 5276913 Last verified October 2026

Overview

Shon Patrick Anderson is an insurance agent and an investment adviser representative based in Dayton, OH, with 20 years in the industry.

Years in the industry
20
States registered
1
Carrier appointments
2
Exams passed
2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Registered in 1 state
  • Producer
  • Series 63
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2007

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file

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