Anna Bailey is a CFP-designated registered investment advisor, based in Sheridan, WY, with 11 years of industry experience.
Location
841 Broadway Street, Suite 211, Sheridan, WY, 82801
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Regulatory History (1)
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Criminal
February 1992Final Disposition
Other Business Activities
Anna is the CEO of Forever Sunrise, Inc., overseeing the development of a smartphone application, dedicating minimal time to this role. She also works as an independent contractor for Sage Investment Strategies, focusing on financial planning, asset allocation, and securities trading, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - October 2024 · 1 yr 4 mos
Cetera Advisor Networks LLC
October 2020 - June 2023 · 2 yrs 8 mos
Cetera Advisor Networks LLCBroker
October 2020 - October 2024 · 4 yrs
LPL Financial LLCBroker
March 2018 - October 2020 · 2 yrs 7 mos
LPL Financial LLC
March 2018 - October 2020 · 2 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
April 2016 - March 2018 · 1 yr 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2016 - March 2018 · 1 yr 11 mos
Investment Centers of America, INC.
September 2014 - February 2016 · 1 yr 5 mos
Investment Centers of America, INC.Broker
June 2014 - February 2016 · 1 yr 8 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.