Adviser and broker representative · Raymond James Financial Services Advisors, Inc.
Anna Catron B. Lee
CRD 7747069 · Memphis, TN
At a glance
Anna Catron B. Lee is an investment adviser representative with Raymond James Financial Services Advisors, Inc. in Memphis, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anna Catron’s SEC record dates to 2024, about 2 years ago. Anna Catron is also registered as a broker representative.
Current advisory firm
- Raymond James Financial Services Advisors, Inc.Since October 2024Memphis, TN · $390B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Anna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.