TrueAdvisor
TrueAdvisor
CS
CFP
CS
CFP

Cheryl Deane Starr

Affinity Wealth Management LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Affinity Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M

Fee Structure

Location

2751 Centerville Road, Suite 110, Wilmington, DE, 19808

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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
Affinity Wealth Management LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2018 - November 2021 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2017 - November 2021 · 4 yrs 1 mo
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.