AO
AO
Anna O'shea
11 Years of Experience
Langley, WA
1 DisclosureBroker
Anna O'shea is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Langley, WA, with 11 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
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Location
221 2nd Street #5, Langley, WA, 98260
Get directionsHistory
Regulatory History (1)
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Criminal
July 2015Final Disposition
Other Business Activities
Anna is a Senior Associate Financial Planner for Mainspring Wealth Advisors LLC since 2017. She dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.
July 2014 - Present · 11 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2014 - Present · 11 yrs 10 mos
State Registrations22 states
ALAZCACOFLGAILMDMIMNMTNCNENMNVNYOKORSCTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.