Lynwood, WA Office

Team
Updated today
Anchor Financial logo

Anchor Financial

Supported

Firm-wide stats for Anchor Financial

Total advisors

4

Across 2 offices

Clients per advisor

9 Very Low

Avg AUM per client

$155,170 Very Low

HNW client ratio

0% Very Low

About

Anchor Financial serves mainly individual, non‑high‑net‑worth clients and reports a small, concentrated practice with roughly 37 client relationships and about $5.7 million in assets under management. The firm provides discretionary asset management focused primarily on mutual funds and exchange‑traded funds, offers referrals to a named third‑party manager, and provides retirement plan services including ERISA 3(38) investment manager engagements.

The firm tailors investment strategies to each client’s goals, time horizon and risk tolerance and uses a mix of fundamental, technical and charting analysis; managed accounts are run on a discretionary basis. When a third‑party manager is used, Anchor Financial acts as liaison, reviews the manager’s statements, delivers required disclosures to clients, and receives ongoing referral compensation from the manager.

Distinctive features disclosed in the brochure include ownership and key personnel involvement in an affiliated insurance business that focuses on Medicare products and generates commission income, and the firm’s explicit disclosure of those conflicts of interest and mitigation measures. It is also atypical for peers that this firm reports no high‑net‑worth clients, operates at a relatively small scale, and places clients with a third‑party manager under arrangements where clients cannot contract directly with that manager.

Based on Anchor Financial

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Medicare planning

Based on Anchor Financial

Location

19031 133rd Ave W, Suite 314

Lynwood WA 98036

Advisors at this office

2

Advisors at this office

user avatar

Cameron R

Series 63, Series 65

Lynwood, WA

Anchor Financial

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role at Anchor Financial, Mr. Reed owns and oversees an insurance sales organization focused on Medicare products, operating The Medicare Exchange since 2013. Anchor Financial primarily serves individual clients with discretionary asset management centered on mutual funds and ETFs, tailoring strategies to client goals and using a combination of fundamental, technical, and charting analysis. The firm, which manages approximately $5.7 million in assets, also provides retirement plan services and facilitates referrals to third-party managers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Medicare planning
user avatar

Corey L

Series 63, Series 65

Lynwood, WA

Anchor Financial

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Medicare planning
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