Kyrstie Wootten
CRD Number: 6873110Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kyrstie Wootten (CRD# 6873110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Junction, CO and has over 6 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Grand Junction, CO | Mar 2018 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Junction, CO | Oct 2017 - Current | 6 |
Unemployed | Grand Junction, CO | Jul 2017 - Oct 2017 | < 1 |
Home Loan State Bank | Grand Junction, CO | Mar 2015 - Jun 2017 | 2 |
Colorado Mesa University | Grand Junction, CO | Jan 2015 - May 2017 | 2 |
Mesa Fitness (gold's Gym) | Grand Junction, CO | Dec 2014 - May 2015 | < 1 |
Southwest Fitness & Racquetball Center | Liberal, KS | Aug 2014 - Dec 2014 | < 1 |
O2 Fitness | Wilmington, NC | Feb 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- CO
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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