Kristine M Bergin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 03/2017
  Gf Investments/Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2017 → Present
  Raymond James Financial Services, Inc
  St. Petersburg, FL
• 05/2017 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL

Previous Registrations

• 2016-07-11 → 2017-03-03
  Global Financial Private Capital, Inc.
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  2000-05-15

Other Names

• Kristine M Bergin
• Kristine Marie Bergin