Rob Anderson Email & Phone Number
Founder and CEO @ Carlton Lane Capital
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Rob Anderson Location
- Texas, United States
Rob Anderson Work
- Founder and CEO @ (September 2025 - Present)
- President @ (July 2019 - September 2025)
- Managing Director @ (January 2013 - July 2019)
- Regional Sales Director @ (January 2002 - December 2012)
- Sales Consultant @ (January 2001 - January 2002)
Rob Anderson Education
- University of Houston
Bachelor of Business Administration (B.B.A.) (Marketing)
- TRAU - The Retirement Advisor University
Certified 401(k) Professional (C(k)P®)
2018
Rob Anderson Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Business Planning
- Commercial Real Estate
- Finance
- Financial Advisory
- Financial Planning
- Fixed Annuities
- Insurance
- Investments
- Mutual Funds
- Private Placements
- Real Estate
- Real Estate Private Equity
- Reg D
- Retirement
- Retirement Planning
- Sales
- Securities Regulation
- Selling
- Series 6
- Series 63
- Series 7
- Wealth Management
Rob Anderson Summary
- Rob Anderson, based in Texas, United States, is currently a Founder and CEO at Carlton Lane Capital. Rob Anderson brings experience from previous roles at BV Capital, MassMutual, The Hartford and Hand Benefits & Trust. Rob Anderson holds a Bachelor of Business Administration (B.B.A.) in Marketing @ University of Houston. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Business Planning, Commercial Real Estate and more. Rob Anderson has 2 emails and 2 mobile phone numbers on RocketReach.
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