Anna Perkins
Anna Perkins is a registered investment advisor at Raymond James & Associates, INC., based in Mt. Pleasant, SC, with 2 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
28 Bridgeside Blvd., Suite 203, Mt. Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna works part-time for Relish Distinctive Catering and Snee Farm Country Club, helping with catering events and bartending. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
State Registrations1 state
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