AF
AF

Ana Fonseca

26 Years of Experience
The Villages, FL
Broker

Ana Fonseca is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Villages, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

The Villages, FL

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 6 mos
Previous Registrations
Raymond James & Associates, INC.
May 2022 - December 2025 · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
May 2022 - December 2025 · 3 yrs 7 mos
Raymond James Financial Services Advisors, INC
September 2019 - May 2022 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
October 2017 - May 2022 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2000 - September 2017 · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - September 2017 · 17 yrs 7 mos
Raymond James & Associates, INC.Broker
July 1999 - January 2000 · 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.