KS
ChFC
KS
ChFC

Krystal Lynn Stair

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

50 Baltimore St, 4th Floor, Cumberland, MD, 21502

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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

Krystal is an independent beauty consultant for Mary Kay Inc. since 2007, focusing on cosmetics and skincare and dedicating a few hours per week to sales, ordering, deliveries, mailing, and bookkeeping.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
May 2024 - Present · 1 yr 9 mos
CBIZ Financial Solutions, INC.
September 2021 - Present · 4 yrs 5 mos
CBIZ Financial Solutions, INC.Broker
September 2021 - Present · 4 yrs 5 mos
State Registrations2 states
MDOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.