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Crystal Kitchens

3 Years of Experience
New Port Richey, FL
Broker

Crystal Kitchens is a registered investment advisor at Cetera Investment Advisers LLC, based in New Port Richey, FL, with 3 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6335 Us Hwy 19, New Port Richey, FL, 34652

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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

Crystal is an authorized signer on a bank account for Alumpros LLC, a construction business fully owned by her spouse. This activity requires a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 2 yrs 1 mo
Cetera Investment Services LLCBroker
April 2022 - Present · 4 yrs 3 mos
State Registrations2 states
ALFL
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.