CM
CFP
CM
CFP

Cheri Measom

26 Years of Experience
Payson, UT
Broker

Cheri Measom is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Payson, UT, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

95 South 100 East, #110, Payson, UT, 84652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cheri is an owner of Measom Financial, Inc., providing support to financial planning. She dedicates minimal time to this activity, both overall and during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2004 - Present · 22 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
H.D. Vest Investment ServicesBroker
June 2001 - March 2004 · 2 yrs 9 mos
1st Global Capital CORP.Broker
August 2000 - June 2001 · 10 mos
H.D. Vest Investment Securities, INC.Broker
August 1999 - May 2000 · 9 mos
State Registrations32 states
ALARAZCACOCTFLGAIDILKSKYLAMAMEMIMOMSNCNJNMNVNYOKORSDTNTXUTVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cheri Measom - Financial Advisor | TrueAdvisor