Cole Burchianti
Cole Burchianti is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chandler, AZ, with 6 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
1949 W Ray Rd, Ste 34, Chandler, AZ, 85224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cole works as a financial advisor for Desert Financial Credit Union and Desert Financial Wealth Management since May 2023. These roles take about half of Cole's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Vanguard Marketing CorporationBroker
State Registrations10 states
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