Kristin Oakley, financial advisor Alexandria VA
88 score

Kristin Oakley

CRD Number: 6363776
Current Firm: Edelman Financial Services, LLC

Kristin Oakley (CRD# 6363776) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Alexandria, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Alexandria, VA Apr 2016 - Current < 1
Edelman Financial Services, LLC Faifax, VA Jun 2014 - Current 2
Sanders Morris Harris Inc. Houston, TX Jun 2014 - Apr 2016 1
Independent Contractor Hillsborough, NC Jan 2011 - Jun 2014 3
Independent Contractor New York, NY Mar 2008 - Dec 2010 2
Arthes Inc, Usa New York, NY Apr 2007 - Feb 2008 < 1
The Gym New York, NY Oct 2006 - Apr 2007 < 1
Riverstone Residential Group Durham, NC Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Kristin H. Oakley
Phone Number: 703-818-0800
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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