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professional profile

William H Anderson, CFP

AgentIAR CT CRD 5681835 Last verified October 2026

Overview

William H Anderson is an insurance agent and an investment adviser representative based in CT, with 17 years in the industry.

Years in the industry
17
States licensed
2
States registered
1
Carrier appointments
10

Contact

3 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 2 states
  • Registered in 1 state
  • Producer
  • Series 63
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2010

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file

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