Cheryl BottCRD Number: 5356887
Current Firm: United Capital Financial Advisers
Cheryl Bott (CRD# 5356887) is an Investment Advisor Representative working at United Capital Financial Advisers in Tampa, FL and has 1 year of experience in the finance industry. Cheryl Bott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|United Capital Financial Advisers, LLC||Newport Beach, CA||May 2015 - Current||1|
|Stancorp Investment Advisers, Inc.||Tampa, FL||Apr 2010 - May 2015||5|
|Florida Financial Advisors, Inc.||Tampa, FL||Jul 1985 - Apr 2010||24|
Total Assets Under Management15,406MILLIONS
Total Number of Accounts48,598ACCOUNTS
Average Account Value$317,017
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV