Anne Bolton
Anne Bolton is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lexington, KY, with 23 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne is a Trustee at Midway University, serving on the Executive Committee and chairing the Finance Committee since 2011. She spends a few hours per week on these activities, primarily reviewing financials, audits, and overseeing the Endowment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations29 states
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