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Cheryl Lynn Krebs

Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business

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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

14 years in the industry.

  1. Raymond James Financial Services Advisors, IncJan 2023 to now
  2. Raymond James Financial Services, IncJan 2023 to now
  3. UBS Financial Services, Inc.Jun 2022 to Jan 2023
  4. Charles BradleyJun 2013 to Sep 2022
  5. The Dentistry In NaplesJan 2012 to Jun 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7567047
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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