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Crystal Gil
11 Years of Experience
Sarasota, FL
1 DisclosureBroker
Crystal Gil is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, 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 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
September 2013Other Business Activities
Crystal is a notary public in Sarasota, FL, since 2021, notarizing documents. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
July 2015 - September 2021 · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2015 - September 2021 · 6 yrs 2 mos
Morgan Stanley
August 2014 - July 2015 · 11 mos
Morgan StanleyBroker
June 2014 - July 2015 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.