Levi Anderson Email & Phone Number
Lead Financial Advisor @ Root Financial
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Levi Anderson Location
- San Diego, CA, US
Levi Anderson Work
- Lead Financial Advisor @ (June 2026 - Present)
- Financial Planning Manager @ (February 2024 - May 2026)
- Senior Financial Planner @ (February 2022 - February 2024)
- Financial Planning Associate @ (March 2021 - March 2022)
- Senior Financial Consultant @ (October 2019 - November 2020)
- Financial Advisor and Associate @ (October 2013 - October 2019)
- Marketing Associate @ (September 2012 - May 2013)
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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