CD
CFP
CD
CFP

Crystal Dye

16 Years of Experience
Emmus, PA
Broker

Crystal Dye is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Emmus, PA, with 16 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

1134 Pennsylvania Ave, Emmus, PA, 18049

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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

Crystal works as an associate/employee for Evans Wealth Strategies, assisting Mary with clients. This takes about half of Crystal's time, including time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 2009 - Present · 16 yrs 10 mos
State Registrations26 states
ALARAZCACOCTDEFLIAIDINMAMDMONCNHNJNYOHPARISCUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.