AB
AB
Andrea Burkhalter
22 Years of Experience
McKinney, TX
Broker
Andrea Burkhalter is a registered investment advisor at Raymond James & Associates, INC., based in McKinney, TX, with 22 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
Loading...
Location
McKinney, TX
Get directionsHistory
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 & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2017 - June 2019 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
October 2017 - June 2019 · 1 yr 8 mos
Aig Capital Services, INC.Broker
April 2016 - October 2017 · 1 yr 6 mos
Morgan Stanley
June 2009 - November 2014 · 5 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2014 · 5 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
National Financial Services LLCBroker
January 2003 - November 2006 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2001 - January 2003 · 1 yr 4 mos
State Registrations1 state
TX
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.