Kristen KoonceCRD Number: 6183310
Current Firm: Mcadam LLC
Kristen Koonce (CRD# 6183310) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Current||3|
|Mcadam LLC||Chicago, IL||Oct 2014 - Current||3|
|Mcadam Financial Group||Chicago, IL||Jun 2013 - Oct 2014||1|
|Ing Financial Partners, Inc.||Chicago, IL||Apr 2013 - Oct 2014||1|
|Northwestern University||Evanston, IL||Sep 2009 - Mar 2013||3|
|Metlife Financial Group Of New York||New York, NY||Jun 2012 - Aug 2012||< 1|
|Nordstrom||Naples, FL||Jun 2011 - Sep 2011||< 1|
|Mills, Price, And Associates||Fort Myers, FL||Jun 2011 - Sep 2011||< 1|
|Nordstrom||Naples, FL||Jun 2010 - Sep 2010||< 1|
|Frankie And Johnny's Italian Restaurant And Pizzeria||Bonita Springs, FL||Dec 2008 - Sep 2009||< 1|
|Community School Of Naples||Naples, FL||Apr 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management251MILLIONS
Total Number of Accounts2,492ACCOUNTS
Average Account Value$100,733
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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