Cheri C. Measom,  CFP<sup>&reg;</sup> - Financial Advisor

Cheri C. Measom, CFP®

MBA,

Raymond James

5592 Davis Blvd, Ste 400
North Richland Hills, TX 76180-5203
FINANCIAL ADVISOR'S WEBSITE
(888) 325-5130
(682) 325-5130
CONNECT WITH Cheri
  • linkedin link

General

Cheri Measom is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James in North Richland Hills, TX and the surrounding communities.

Financial Advisor Overview

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program.  Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals.  It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

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Financial Advisor Experience

30 years of investment planning experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance: Texas, Arizona, California, Colorado, Utah
  • Fixed annuities: Texas, Arizona, California, Colorado, Utah
  • Variable annuities: Texas, Arizona, California, Colorado, Utah

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Raymond James Financial Services, Inc., Member FINRA/SIPC"
Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM), CFP(R) (with plaque design), CFP(R) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Startup, Retirement, Stocks & Bonds, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources