CP
CP

Cheryl Peschke

36 Years of Experience
Houston, TX
Broker

Cheryl Peschke is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 36 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

15375 Memorial Drive, Suite 350, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Cheryl owns farmland and leases it to a cattle owner for grazing, receiving annual lease payments. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2011 - Present · 14 yrs 9 mos
Raymond James & Associates, INC.
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
UBS Financial Services INC.
July 1999 - February 2006 · 6 yrs 7 mos
UBS Financial Services INC.Broker
July 1999 - February 2006 · 6 yrs 7 mos
Dean Witter Reynolds INC.Broker
March 1990 - July 1999 · 9 yrs 4 mos
Shearson Lehman Hutton INC.Broker
November 1989 - April 1990 · 5 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cheryl Peschke - Financial Advisor | TrueAdvisor