Anna Buckhalter
Anna Buckhalter is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 20 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
5956 Sherry Lane, Suite 1900, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2026Other Business Activities
Anna owns B Kind Design Co, selling craft items and potentially hosting craft classes. This takes about 10-20% of Anna's time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations15 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.
Exams
More Advisors
- Kyle Dunham, CFPRaymond James & Associates, INC.
- Kevin KernanRaymond James & Associates, INC.
- David ByrdRaymond James & Associates, INC.
- Michael HustonRaymond James & Associates, INC.
- Heidi GoughRaymond James & Associates, INC.
- Paul ElkjerRaymond James & Associates, INC.