Anelia Kaloferova
Anelia Kaloferova is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 20 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
4949 Meadows Road, Suite 620, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
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 →Other Business Activities
Anelia owns rental real estate property since 2015, but is not directly involved in its management. She also works as a Client Service Manager for Anderson Wealth Management Group, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Raymond James Financial Services Advisors, INC
Harfst and Associates, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations26 states
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.