Karen Cristina Wackerbarth
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2026 to now
- Raymond James Financial Services, Inc.Feb 2026 to now
- Raymond James Financial Services Advisors, IncJan 2024 to Aug 2024
- Bitnar and Associates Financial GroupAug 2023 to Feb 2026
- Raymond James Financial Services, Inc.Aug 2023 to Aug 2024
- Boston Consulting GroupMar 2021 to Oct 2023
- A.T. KearneyFeb 2018 to Feb 2021
- University of ChicagoSep 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7793856
- Firm CRD
- 149018