CP
CP

Christine Pedrick

26 Years of Experience
Jenkintown, PA
Broker

Christine Pedrick is a registered investment advisor at Raymond James & Associates, INC., based in Jenkintown, PA, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

One Pitcairn Place, 165 Township Line Rd, Suite 1500, Jenkintown, PA, 19046

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2014 - Present · 11 yrs 11 mos
Raymond James & Associates, INC.Broker
July 2006 - Present · 20 yrs
Raymond James & Associates, INC.
July 2006 - Present · 20 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - July 2006 · 5 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1999 - February 2006 · 6 yrs 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Pedrick - Financial Advisor | TrueAdvisor