Adviser and broker representative · Laguna Financial Advisory
Terry D. Anderson
CRD 1024741 · Laguna Hills, CA
At a glance
Terry D. Anderson is an investment adviser representative with Laguna Financial Advisory in Laguna Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terry’s SEC record dates to 2003, about 23 years ago. Terry is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Laguna Financial AdvisorySince November 2011Laguna Hills, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Terry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.