Harold Anderson has been Chief Financial Officer of Parkshore Wealth Management since October 2025, is a control person of the firm and directly owns 75% or more of it.
Parkshore Wealth Management is a Granite Bay, CA firm with $518M under management, 528 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Harold Anderson’s longest registration was 17 years at Parkshore Wealth Management (2008–2025).
- Pennington Financial Group– · 3 yearsGold River, CA · Adviser representative · Firm CRD 108478
- Royal Alliance Associates, Inc.– · 7 yearsGold River, CA · Adviser representative · Firm CRD 23131
- Pennington Financial Group– · 10 yearsGold River, CA · Adviser representative · Firm CRD 108478
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 December 1996 |
| Series 24 | General Securities Principal Examination | 2 August 1985 |
| Series 7 | General Securities Representative Examination | 16 June 1984 |
| Series 1 | Registered Representative Examination | 13 July 1979 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Harold Craig Anderson
- CRD
- 868705
- Firm
- Parkshore Wealth Management · CRD 148052
- Role
- Chief Financial Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Harold Anderson work?
Harold Anderson has been Chief Financial Officer of Parkshore Wealth Management since October 2025, and is a control person of the firm.
Does Harold Anderson have a current investment-adviser registration?
Harold Anderson has no current investment-adviser or broker registration.
What exams has Harold Anderson passed?
Harold Anderson has passed 4 licensing exams: the Series 1, Series 7, Series 24 and Series 66. The earliest, the Series 1, was passed in July 1979.
Where was Harold Anderson previously registered as an investment adviser?
Harold Anderson has past investment-adviser registrations through Parkshore Wealth Management, October 2008 to December 2025; Pennington Financial Group, January 2005 to September 2008; Royal Alliance Associates, Inc., July 1997 to October 2004; Pennington Financial Group, February 1994 to November 2004, across 3 firms.
Is Harold Anderson registered with FINRA?
No. Harold Anderson has no current broker registration.
How can I verify Harold Anderson’s record?
Search CRD 868705 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harold Anderson’s full registration record.
