Kristiaan De RoosCRD Number: 5955744
Current Firm: Raymond James & Associates, Inc.
Kristiaan De Roos (CRD# 5955744) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.
Cetera Advisor Networks LLC
Erisa Plan Services Inc.
Eagle Strategies LLC
|Raymond James & Associates, Inc.||Greenville, SC||Feb 2013 - Current||4|
|Morgan Keegan And Company, Inc.||Greenville, SC||Jun 2011 - Feb 2013||1|
|Wells Fargo||Greenville, SC||Jul 2006 - Jun 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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