Anna Buckhalter
Anna Buckhalter is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 19 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
5956 Sherry Lane, Suite 1900, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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