Kristina Frates, financial advisor Camas WA

Kristina Frates

CRD Number: 4252823
Current Firm: Fisher Investments

Kristina Frates (CRD# 4252823) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 20 years of experience in the finance industry. Kristina Frates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fisher Investments Camas, WA Jun 2017 - Current 3
Fidelity Brokerage Services LLC Sarasota, FL Jul 2012 - Apr 2017 4
Invest Financial Corporation Gorham, ME May 2003 - Jul 2012 9
Gorham Savings Bank Gorham, ME May 2003 - Jul 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Kristina A. Frates
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    120,949
    MILLIONS
  • Total Number of Accounts
    69,333
    ACCOUNTS
  • Average Account Value
    $1,744,458
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, WY

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