Anna ManningCRD Number: 5299528
Current Firm: Raymond James & Associates, Inc.
Anna Manning (CRD# 5299528) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James And Associates||St. Petersberg, FL||Jun 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||St Petersburg, FL||Nov 2011 - May 2016||4|
|Morgan Stanley Smith Barney||Baltimore, MD||Mar 2011 - Nov 2011||< 1|
|Transamerica Financial Advisers, Inc.||St Petersburg, FL||Dec 2007 - Mar 2011||3|
|World Group Securities, Inc.||Duluth, GA||Aug 2008 - Dec 2010||2|
|Etrade Securities LLC||New York, NY||Feb 2007 - Nov 2007||< 1|
|Pebble Creek Animal Hospital||Tampa, FL||Sep 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
- Financial Issue
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)