UBS Financial Services
47yrs
Top 1% by experience in Nashville
1yr
Crystal Yip has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Nashville, Tennessee. Crystal joined Florida Financial Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?More experience than 51% of advisors at Florida Financial Advisors
Office1102 Kermit Drive, Suite 200, Nashville, TN 37217
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowFlorida Financial Advisors, LLCCurrent firm
Contact Crystal
(813) 333-1683Firm headquarters in Tampa, FL. Ask for Crystal. 1102 Kermit Drive, Suite 200Nashville, TN 37217Office · Get directions Instagram pageFlorida Financial Advisors
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Questions to ask Crystal
Tailored to Crystal’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Crystal
How do I contact Crystal?
Call Florida Financial Advisors at (813) 333-1683 and ask for Crystal Yip. Crystal works from the Nashville, TN office.
How long has Crystal been a financial advisor?
Crystal has been in the industry since 2025, about 1 years. More experience than 51% of advisors at Florida Financial Advisors.
What licenses does Crystal hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Crystal a fiduciary?
Crystal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Crystal paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Crystal for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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