Kristin MavisCRD Number: 5383557
Current Firm: Lincoln Financial Advisors Corporation
Kristin Mavis (CRD# 5383557) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 8 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Lincoln Financial Securities Corporation||Fort Wayne, IN||Oct 2013 - Current||3|
|Lincoln Financial Advisors||Fort Wayne, IN||Oct 2010 - Current||6|
|Nrp Advisors, Inc.||Bryan, OH||Apr 2009 - Oct 2010||1|
|Nrp Financial, Inc.||Bryan, OH||Jun 2007 - Oct 2010||3|
|Unemployed||Farmer, OH||Nov 2006 - Jun 2007||< 1|
|Reike Corporation||Auburn, IN||Aug 1989 - Nov 2006||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV