AZ
AZ

Anothip Zimmerman

31 Years of Experience
Vienna, VA
1 DisclosureBroker

Anothip Zimmerman is a registered investment advisor at Raymond James & Associates, INC., based in Vienna, VA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1850 Towers Crescent Plaza, Suite 250, Vienna, VA, 22182

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History

Regulatory History (1)
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Customer Dispute
May 2003
Withdrawn
Other Business Activities

Anothip owns rental property in Cabo San Lucas, Mexico with their spouse since 2017, requiring no time commitment. Anothip also owns rental real estate in Haymarket, VA since 2018, dedicating minimal time to it.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
November 2021 - November 2021 · 0 mos
Wells Fargo Clearing Services, LLC
January 2001 - November 2021 · 20 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - November 2021 · 21 yrs 1 mo
First Union Brokerage Services, INC.Broker
November 1999 - October 2000 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - November 1999 · 4 yrs 4 mos
Prudential Securities IncorporatedBroker
July 1994 - June 1995 · 11 mos
State Registrations21 states
CACOCTDCDEFLGAINKSMAMDMONCNJNVNYPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.