Skip to main content

925-254-0980 info@lfgadvisors.org

Client Login What's your risk number

  • Home
  • Who We Are
  • What We Do 
    • Why We Do It
    • Our Process
  • Contact
  • Video Library
  • COVID-19 Updates
  • Financial Health Check

    You are here

  1. Home
  2. Anna Sanchez

Anna Sanchez

Photo of team member
Anna Sanchez
Account Executive, Laurus Financial Group, LLC

Anna graduated in 2017 from Arizona State University with a degree in Psychology. During her senior year she worked at a local elementary school, aiding children with emotional and psychological challenges. Working with a team of psychologists, and behavioral cognitive specialists, Anna assisted in preparing and presenting individualized education plans, while creating tailored lessons for students with emotional and cognitive disabilities.

In 2018, Anna joined Raymond James and Associates as a Traveling Transitions Consultant where she traveled 48 weeks a year throughout the United States. During this time, she oversaw onboarding individual advisors to Raymond James, as well as the acquisitions of teams and independent Registered Investment Advisors. The demanding role required not only extensive travel, but managing high pressure, fast paced environments, requiring multitasking and problem solving in short time constraints. She worked with various departments taking on administrative and operational roles. Anna has both the Series 7 and Series 66 licenses.

Originally from Lafayette CA, Anna graduated from Acalanes High School. Ready for a more permanent role, Anna made the decision to move back to the bay area and now enjoys living in Walnut Creek. Her Passions include crafting, cooking, baking and hiking with her dog. Anna happily joined Laurus Financial group dependent on a co-hire, Covelli. Covelli is a 5-year-old Pomeranian with no previous experience, operating as Head of “Barketing”. His passions include, walks, alerting his parents of delivery personnel, and chicken.

Book a Consultation

Tell a Friend

Rates Staying Lower for Longer

Raymond James Services

Coronavirus Concerns Cause Changes to CIO Larry Adam’s 2020 Outlook

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   1990 N California Blvd Suite 20, Walnut Creek, California 94596
  •   925-254-0980
  •   info@lfgadvisors.org

Contact us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Laurus Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc

Check the background of your financial professional on FINRA's BrokerCheck

Privacy Notice

 

© 2021 Laurus Financial Group. All rights reserved.

Website Design For Financial Services Professionals