Kristen Guy (CRD# 7497832) is an Investment Advisor Representative working at Edward Jones in Helena, AL and has 1 year of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2022 - Current | 2 |
| Paylocity | Schaumburg, IL | Dec 2018 - Jan 2022 | 3 |
| Cintas | Pelham, AL | Dec 2016 - Dec 2018 | 2 |
| Student | Troy, AL | Aug 2016 - Dec 2016 | < 1 |
| Impact Rehabilitation & Sports | Calera, AL | May 2016 - Aug 2016 | < 1 |
| Student | Troy, AL | Aug 2015 - May 2016 | < 1 |
| Durbins | Clanton, AL | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- AL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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, WY
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