WR
William Robert Andersen
CRD 4344365
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Western Pacific Wealth Management, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Western Pacific Wealth Management, Lp
Portfolio Manager; Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗