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Cheryl Hurne

20 Years of Experience
Fresno, CA
Broker

Cheryl Hurne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fresno, CA, with 20 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

5200 N Palm Ave, Suite 301, Fresno, CA, 93704

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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 sells housewares online via eBay, dedicating minimal time to this activity. She also works as a notary, spending minimal time notarizing documents, and works for Capital Waypoint as an Office Coordinator/Sr. Registered Client Service Associate, taking about a quarter to half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
UBS Financial Services INC.
January 2006 - August 2024 · 18 yrs 7 mos
UBS Financial Services INC.Broker
April 2005 - August 2024 · 19 yrs 4 mos
State Registrations1 state
CA
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.