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 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|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)