KG
CFP
KG
CFP

Kristina Gilley

11 Years of Experience
Cincinnati, OH
Broker

Kristina Gilley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 11 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

8041 Hosbrook Road, Suite 416, Cincinnati, OH, 45236

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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

Kristina is an associate/employee at Aspire Wealth Planning and JW-CIN, Inc. In both roles, she works as an investment planner/client service, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2014 - Present · 12 yrs
State Registrations18 states
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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.