Anna Christine Bailey
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Anna Christine Bailey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2024 to now
- Raymond James Financial Services, Inc.Oct 2024 to now
- Sage Investment StrategiesOct 2020 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2024
- Cloud Peak Volleyball ClubApr 2021 to May 2021
- Cetera Advisor Networks LLCOct 2020 to Oct 2024
- LPL Financial LLCMar 2018 to Oct 2020
- First Interstate BankMar 2018 to Sep 2020
- Stifel Nicolaus & Co IncApr 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WY).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6174021
- Firm CRD
- 149018