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Kristel Branish

8 Years of Experience
St. Petersburg, FL
Broker

Kristel Branish is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 8 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
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
June 2019 - October 2022 · 3 yrs 4 mos
Securities America, INC.Broker
June 2019 - October 2022 · 3 yrs 4 mos
Ameriprise Financial Services, INC.
November 2018 - June 2019 · 7 mos
Ameriprise Financial Services, INC.Broker
July 2017 - June 2019 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristel Branish - Financial Advisor | TrueAdvisor