AM
AM

Anna Mcclure

13 Years of Experience
The Dalles, OR
Broker

Anna Mcclure is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Dalles, OR, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

103 East Third Street, The Dalles, OR, 97058

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anna is the owner, branch owner, and financial advisor at AM Advisory Services since December 2023. This takes about half of Anna's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2013 - Present · 13 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2012 - Present · 13 yrs 11 mos
State Registrations23 states
AKAZCACOFLIAIDINKYLAMIMTNCNMNVOKORSCTNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.