Levi Anderson Email & Phone Number
Lead Financial Advisor @ Root Financial
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Levi Anderson Location
- San Diego, CA, US
Levi Anderson Work
- 2026 -now Lead Financial Advisor @
- 2024 -2026 Financial Planning Manager @
- 2022 -2024 Senior Financial Planner @
- 2021 -2022 Financial Planning Associate @
- 2019 -2020 Senior Financial Consultant @
- 2013 -2019 Financial Advisor and Associate @
- 2012 -2013 Marketing Associate @
Levi Anderson Education
- Oklahoma State University
Bachelor of Science in Business Administration (B.S.B.A.) (Finance)
2010-2014 - Grapevine Faith Christian School
Honors (General)
2006-2010
Levi Anderson Summary
- Levi Anderson, based in San Diego, CA, US, is currently a Lead Financial Advisor at Root Financial. Levi Anderson brings experience from previous roles at EP Wealth Advisors and TD Ameritrade. Levi Anderson holds a 2010 - 2014 Bachelor of Science in Business Administration (B.S.B.A.) in Finance @ Oklahoma State University. Levi Anderson has 2 emails and 2 mobile phone numbers on RocketReach.
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