Anna C Malone

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 09/2021
  Regions Bank
  Tyler, TX
• 04/2013 → 09/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 09/2021
  Cetera Investment Advisers Llc
  Tyler, TX
• 09/2021 → Present
  Raymond James Financial Services, Inc
  Fort Worth, TX
• 09/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Fort Worth, TX
• 05/2022 → 06/2023
  Southside Investment Services
  Forth Worth, TX
• 05/2022 → Present
  Southside Bank
  Tyler, TX
• 05/2023 → 09/2024
  Southside Wealth Management
  Tyler, TX

Previous Registrations

• 2014-01-21 → 2021-09-09
  Cetera Investment Advisers Llc
  Tyler, TX
• 2013-04-11 → 2014-01-21
  Cetera Investment Services Llc
  St Cloud, MN
  Tyler, TX
  Nacogdoches, TX
• 2011-04-29 → 2013-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 2010-10-06 → 2011-03-29
  Kestra Investment Services, Llc
  Tyler, TX

Other Businesses

(1)Name of Business: Southside Investment Services Address: 6019 S Broadway Ave, Tyler, TX, 75703-4420, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2010-10-05
• S63 Uniform Securities Agent State Law Examination
  2000-11-20

Other Names

• Anna Elizabeth Clyde
• Anna Elizabeth Clyde
• Anna Clyde Malone