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Cheryl Flewelling

30 Years of Experience
Waterville, ME
Broker

Cheryl Flewelling is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waterville, ME, with 30 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

180 Main Street, Suite 1, Waterville, ME, 04901

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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

Cheryl is the owner of Four Seasons Financial LLC, a support company, and McGrath Pond Maple, a maple syrup and honey producer. She also serves as a director for Tranquility Trail Road Association and as an officer and board member for United Way of Kennebec Valley, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2018 - Present · 8 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLC
August 2009 - January 2018 · 8 yrs 5 mos
LPL Financial LLCBroker
August 2009 - January 2018 · 8 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2009 · 1 yr 8 mos
Wells Fargo Advisors, LLC
January 2008 - September 2009 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
July 2005 - January 2008 · 2 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 1995 - January 2008 · 12 yrs 2 mos
State Registrations29 states
ALAZCACOCTDCFLGAIDKYMAMDMEMOMSMTNCNHNJNMNYSCTNTXUTVAVTWIWY
AdvisorBrokerBoth

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