Anthony Yuncker
Anthony Yuncker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Pleasant, MI, with 14 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
139 East Broadway, Mount Pleasant, MI, 48858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as a financial advisor for Isabella Bank, Isabella Investment Services, and Isabella Wealth, dedicating about half of his time to each. He also owns Skeeter's Comet LLC, where he is an investor, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Edward Jones
Edward JonesBroker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations34 states
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