Kristina Green (CRD# 7065537) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 4 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Financial Advisors LLC | Columbus, OH | May 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Aug 2019 - Apr 2022 | 2 |
| Thrivent Investment Management Inc. | Worthington, OH | Jul 2019 - Apr 2022 | 2 |
| Unemployed | Westerville, OH | May 2016 - Jul 2019 | 3 |
| Mgf Sourcing | Columbus, OH | May 2008 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- OH
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts982ACCOUNTS
-
Average Account Value$496,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH
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