Cheryl Forbes (CRD# 5511893) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 11 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg, FL | Mar 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Mar 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg, FL | Mar 2022 - Current | 1 |
| Unemployed | St Petersburg, FL | Oct 2021 - Mar 2022 | < 1 |
| Home Shopping Network | St Petersburg, FL | Sep 2020 - Oct 2021 | 1 |
| Raymond James Financial Services, Inc. | St. Petersburg, FL | Oct 2013 - Sep 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- FL
-
Total Assets Under Management306,121MILLIONS
-
Total Number of Accounts950,978ACCOUNTS
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Average Account Value$321,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
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, WY
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