Neil Anthes
Neil Anthes is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westerly, RI, with 9 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
85 Beach Street Unit 17A, Bldg D, Westerly, RI, 02891
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neil is an officer and president of Sound Financial Partners, engaging in financial planning and investment management, dedicating about half his time during trading hours. He is also the owner/operator and CEO of Sound Financial Planning, LLC, dedicating about half his time to this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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