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Deborah Burkhalter
38 Years of Experience
Ann Arbor, MI
2 DisclosuresBroker
Deborah Burkhalter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 38 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
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Location
24 Frank Lloyd Wright Drive, Suite C 1000, Ann Arbor, MI, 48106
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2005Denied
Employment Separation After Allegations
November 1982Other Business Activities
Deborah is an author and wrote a romance novel starting in 2012. She spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2010 - Present · 15 yrs 9 mos
Raymond James Financial Services, INC.
August 2004 - Present · 21 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2004 - Present · 21 yrs 9 mos
Previous Registrations
First Investors CorporationBroker
October 1987 - August 2004 · 16 yrs 10 mos
State Registrations12 states
CACTFLILMAMINJNYOHPASCWI
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.