Crystal Tiara Gil

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2015 → 09/2021
  Wells Fargo Advisors Financial Advisors, Llc
  Venice, FL
• 01/2022 → Present
  Raymond James & Associates
  Sarasota, FL
• 01/2017 → 11/2020
  Walmart
  Englewood, FL
• 09/2021 → 01/2022
  Unemployed
  Port Charlotte, FL

Previous Registrations

• 2015-07-10 → 2021-09-29
  Wells Fargo Advisors Financial Network, Llc
  Venice, FL
• 2014-08-20 → 2015-07-31
  Morgan Stanley
  Sarasota, FL
  Venice, FL

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT RELATED, SARASOTA FL. START: 2/5/21, N 1 HOUR PER MONTH, LESS THAN 1 HOUR DURING TRADING, NOTARIZE DOCUMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-19

Other Names

• Crystal T Gil
• Crystal Tiara Gil
• Crystal Tiara Jones