Erin Krueger
Erin Krueger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, 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
Firm Size
IM Fee
Assets Under Management
Location
1725 Electric Ave, Unit 330, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is involved in back-office administration and operations for Tree By The Sea Insurance, LLC, a fixed life insurance agency. She dedicates a few hours per week to this activity and is not involved in solicitation or sales.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Raymond James Financial Services Advisors, INC
Magellan Wealth Management, LLC
Raymond James Financial Services, INC.Broker
State Registrations5 states
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.