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Raeann Sarsfield
18 Years of Experience
Southlake, TX
1 DisclosureBroker
Raeann Sarsfield is a registered investment advisor at Raymond James & Associates, INC., based in Southlake, TX, with 18 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
115 Grand Avenue, Suite 222, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2025Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - May 2023 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - May 2023 · 6 yrs 10 mos
MML Distributors, LLCBroker
January 2013 - April 2016 · 3 yrs 3 mos
Hartford Securities Distribution Company, INC.Broker
February 2008 - January 2013 · 4 yrs 11 mos
Hartford Equity Sales Company INC.Broker
September 2007 - February 2008 · 5 mos
State Registrations16 states
CACOFLGAILLAMAMDMENHNJNYORTNTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.