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Kristina Marie Gibson

Advisor at Raymond James Financial — Newberry, FL

Updated today

Credentials

Series 66

Experience

15 years

Location

Newberry, FL

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,434

Across 2,946 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Kristina Gibson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Summit Wealth Strategies from 2012 to 2018 and has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing tailored financial plans, asset-allocation analysis, and firm research to support clients in their investment decisions.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) fees for planning services (specific amounts not clearly stated)

Commissions

Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities

Project-based

Hourly rates generally up to $400 per hour for planning and/or investment consulting services

Other

Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services

Location

See office

Newberry, FL

Newberry FL

Advisors at this office

1

Most active in

Florida · Illinois

Work history

15 years of industry experience

Summit Wealth Strategies

2012 - 2018 • 6 years

Crystal Lake, IL

Raymond James Financial Services Advisors Inc.

2011 - Present • 15 years

Lake in the Hills, IL

Raymond james Financial Services, Inc.

2011 - Present • 15 years

Lake in the Hills, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan H

Series 63, Series 65

Newberry, FL

Forecast Financial LLC

Jonathan Heise is a financial advisor at Forecast Financial LLC in Newberry, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Forecast Financial LLC since 2016. Forecast Financial LLC is an independent investment adviser that provides discretionary portfolio management to individuals, households, and small businesses. The firm includes general financial planning and consultation with ongoing investment management and applies a strategic asset allocation approach utilizing various investment vehicles, with periodic rebalancing and limited tactical adjustments.

Options & derivatives strategies
user avatar

Michael D

Series 65

Gainesville, FL

Magna Vis Capital

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Options & derivatives strategies Active portfolio management General retirement planning College savings (529s, UTMA, etc.)
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Stanley G

Series 65

Chiefland, FL

Griffis Asset Management Company, LLC

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Wealth management Passive / index investing Active portfolio management
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Tyler C

CFP®, Series 66

Gainesville, FL

Chacon Diaz & Di Virgilio Wealth Management, LLC

Tyler Chacon is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior experience includes roles at Tapfin/EY, Cetera Investment Services, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

College savings (529s, UTMA, etc.)
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Franklin L

Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

General retirement planning Tax strategies for small businesses Wealth management
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Joseph L

Series 63, Series 66

Tioga, FL

Lowry Financial Advisors

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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