CR
CR

Cheryl Richardson

19 Years of Experience
St. Petersburg, FL
Broker

Cheryl Richardson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 19 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 Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
May 2023 - December 2023 · 7 mos
T. Rowe Price Advisory Services, INC.
May 2023 - December 2023 · 7 mos
Raymond James & Associates, INC.
July 2019 - April 2023 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2019 - April 2023 · 3 yrs 9 mos
T. Rowe Price Advisory Services, INC.
September 2011 - July 2019 · 7 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
February 2009 - July 2019 · 10 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2008 - June 2008 · 5 mos
Fidelity Investments Institutional Services Company, INC.Broker
December 2007 - January 2008 · 1 mo
Carillon Investments, INC.Broker
November 2002 - July 2004 · 1 yr 8 mos
State Registrations1 state
FL
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.