Kristy Sullivan
Kristy Sullivan is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Naperville, IL, with 18 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
263 Shuman Blvd, Ste 275, Naperville, IL, 60563-7700
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristy serves as an officer (Treasurer and Board Member) for Career Networking Center, a non-profit organization, since 2022. She dedicates a few hours per week to this role, primarily documenting financial information for the organization.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations16 states
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