TC
TC

Terri Criswell

27 Years of Experience
Las Vegas, NV
Broker

Terri Criswell is a registered investment advisor at Raymond James & Associates, INC., based in Las Vegas, NV, with 27 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

10801 W. Charleston Blvd, Suite 120, Las Vegas, NV, 89135

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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.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
RBC Capital Markets, LLC
October 2007 - May 2024 · 16 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2007 - May 2024 · 16 yrs 7 mos
RBC Dain Rauscher INC.
August 2006 - November 2006 · 3 mos
RBC Dain Rauscher INC.Broker
August 2006 - January 2007 · 5 mos
Wedbush Morgan Securities INC.Broker
August 2004 - September 2005 · 1 yr 1 mo
Morgan Stanley
September 2002 - March 2004 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
October 1996 - March 2004 · 7 yrs 5 mos
State Registrations40 states
AKALAZCACOCTDEFLHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNMNVNYOHOKPAPRRISCSDUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.