Kristin De Boisblanc
CRD Number: 6551458Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kristin De Boisblanc (CRD# 6551458) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gulf Breeze, FL and has over 8 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Gulf Breeze, FL | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gulf Breeze, FL | Jun 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Puyallup, WA | Dec 2017 - Apr 2021 | 3 |
| Wells Fargo Bank, Na | Puyallup, WA | Nov 2013 - Apr 2021 | 7 |
| Wells Fargo Clearing Services, LLC | Tacoma, WA | Nov 2016 - Aug 2017 | < 1 |
| Wells Fargo Advisors, LLC | Tacoma, WA | Sep 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- FL
- 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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