Raeann Sarsfield
Raeann Sarsfield is a registered investment advisor at Raymond James & Associates, INC., based in Southlake, TX, with 18 years of industry experience. Raeann 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
115 Grand Avenue, Suite 222, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations16 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
- Brian Howard, CFPRaymond James & Associates, INC.
- Qlirim Dauti, CFPRaymond James & Associates, INC.
- Andrew Martz, CFPLPL Financial LLC
- Phillip Meyer, ChFCStifel, Nicolaus & Company, Incorporated
- Michael Mills, CFPMills Wealth Advisors, LLC
- Blake Johnson, CFPEdward Jones