Deborah Nachman Burkhalter

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

• 08/2004 → Present
  Raymond James Financial Services, Inc
  Ann Arbor, MI
• 08/2004 → Present
  Photography Business
  Walled Lake, MI
• 01/2012 → Present
  Author
  South Lyon, MI
• 07/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  Ann Arbor, MI
• 08/2010 → 03/2022
  Ben Griffith Finanical Services
  Ann Arbor, MI

Other Businesses

(1) Name of Business: Bison Wealth Planners Inc. Address: 24 Frank Lloyd Wright Dr., Ann Arbor, MI, 48106, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/20/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: FA (2) Name of Business: NA Address: 11982 Crooked Lane, South Lyon, MI, 48178, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/12/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I wrote a romance novel

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-13
• S63 Uniform Securities Agent State Law Examination
  1987-10-22

Other Names

• Deborah Conne Nachman
• Tracey Nachman
• Deborah Nachman
• Deborah Tracey
• Deborah Corene Tracey
• Deborah Corene Nachman