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Kristine Bergin

27 Years of Experience
St. Petersburg, FL
Broker

Kristine Bergin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, 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 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 Financial Services, INC.Broker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Global Financial Private Capital, LLC
July 2016 - March 2017 · 8 mos
G.F. Investment Services, LLCBroker
January 2014 - March 2017 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2008 - May 2013 · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
December 1997 - December 2008 · 11 yrs
State Registrations4 states
FLGANCSC
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.
Kristine Bergin - Financial Advisor | TrueAdvisor