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professional profile

David Michael Anderson, CFP, CLU

AgentIAR Portland, OR CRD 6721929 Last verified October 2026

Overview

David Michael Anderson is an insurance agent and an investment adviser representative based in Portland, OR, with 9 years in the industry.

Years in the industry
9
States licensed
1
States registered
1
Exams passed
1

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 1 state
  • Producer
  • Series 66

1 line of authority, with every state and its dates

Firms

Employment history since 2018

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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