Krystal Carmona Lee
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2026 to now
- Addison Avenue Investment ServicesOct 2025 to now
- First Tech Federal Credit UnionOct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- UnemployedAug 2025 to Sep 2025
- Figure 8 Investment Strategies LLCDec 2024 to Jul 2025
- Allen Capital ManagementMar 2020 to Dec 2024
- Umpqua BankApr 2014 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7222842
- Firm CRD
- 149018