Ann McCloskeyCRD Number: 1060207
Current Firm: Raymond James Financial Services Advisors, Inc.
Ann McCloskey (CRD# 1060207) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Raymond James Financial Services Advisors, Inc.||Lancaster, PA||Mar 2011 - Current||6|
|Raymond James Financial Services||Lancaster, PA||Jun 2008 - Current||9|
|Fulton Financial Corporation||Lancaster, PA||Jun 2008 - Current||9|
|Fulton Financial Advisors||Lancaster, PA||Jan 2005 - Current||12|
|Primevest Financial Services, Inc.||St. Cloud, MN||Mar 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV