AS
CFP
AS
CFP

Annamarie Strickland

21 Years of Experience
Scottsdale, AZ
Broker

Annamarie Strickland is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 21 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

14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254

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History

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.

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Other Business Activities

Annamarie owns rental real estate property since 2019, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2020 - Present · 6 yrs 3 mos
Raymond James & Associates, INC.
February 2020 - Present · 6 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
USAA Investment Management Company
January 2018 - March 2020 · 2 yrs 2 mos
USAA Financial Advisors, INC.Broker
June 2011 - March 2020 · 8 yrs 9 mos
USAA Financial Planning Services
June 2011 - January 2018 · 6 yrs 7 mos
TD Ameritrade, INC.Broker
September 2010 - May 2011 · 8 mos
TD Ameritrade, INC.
September 2010 - May 2011 · 8 mos
Amerivest Investment Management, LLC
September 2010 - May 2011 · 8 mos
Strategic Advisers, INC.
May 2005 - September 2010 · 5 yrs 4 mos
Fidelity Brokerage Services LLCBroker
May 2005 - September 2010 · 5 yrs 4 mos
Morgan Stanley
January 2004 - March 2005 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
January 2004 - March 2005 · 1 yr 2 mos
State Registrations37 states
AKALAZCACOCTFLGAHIIDILINKYMAMDMIMNMONCNENHNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.