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Anita Sawrie

3 Years of Experience
Mobile, AL
Broker

Anita Sawrie is a registered investment advisor at Raymond James & Associates, INC., based in Mobile, AL, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

21 West 1-65 Service Road North, Mobile, AL, 36608

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 3 mos
State Registrations7 states
ALFLGANCSCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anita Sawrie - Financial Advisor | TrueAdvisor