Crystal WarrenCRD Number: 1004849
Current Firm: Raymond James & Associates, Inc.
Crystal Warren (CRD# 1004849) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Raymond James & Associates||Chesterfield, MO||May 2011 - Current||6|
|Visionpoint Advisory Group||West Des Moines, IA||Apr 2011 - May 2011||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Apr 2007 - May 2011||4|
|Minnesota Life||St. Paul, MN||Apr 2007 - May 2011||4|
|Securian Advisors Of Midamerica||W. Des Moines, IA||Apr 2007 - Apr 2011||4|
|Princor Financial Services Corp||Chicago, IL||May 2005 - Apr 2007||1|
|Principal Life Insurance Co||Chesterfield, MO||Jan 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV