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Christina Kubrich

25 Years of Experience
Rochester, NY
Broker

Christina Kubrich is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, with 25 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

100 Meridian Centre, Suite 315, Rochester, NY, 14618

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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.
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
August 2015 - December 2023 · 8 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
August 2015 - December 2023 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - November 2014 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - November 2014 · 9 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 2000 - March 2005 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
December 1999 - June 2000 · 6 mos
State Registrations9 states
FLILMAMDNCNJNYPAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.