Anna Malone
Anna Malone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Worth, TX, with 16 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
Firm Size
IM Fee
Assets Under Management
Location
1320 S University Dr, Suite 116, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna works as a financial advisor at Southside Bank since May 2022 and Southside Investment Services since September 2024, dedicating about half of her time to each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
NFP Securities, INC.
NFP Advisor ServicesBroker
Protrader Securities CorporationBroker
State Registrations11 states
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