Anne Vliegenthart
Anne Vliegenthart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 10 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
623 17th Street, #4, Vero Beach, FL, 32960
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
Anne is the owner of a Sub S Corp for her financial advisor role, operating under the DBA Advisor Annie, Inc. She also works as an attorney and is the treasurer for a non-profit organization, Dancing Horse Dressage & CT, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations20 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.