Kia Streater, financial advisor High Point NC
93 score

Kia Streater

CRD Number: 5301712
Current Firm: Wells Fargo Advisors, LLC

Kia Streater (CRD# 5301712) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in High Point, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors High Point, ND Jan 2013 - Current 3
Royal Alliance Associates, Inc. Greensboro, NC Sep 2008 - Jan 2013 4
Triad Financial Advisors, Inc. Greensboro, NC Apr 2006 - Jan 2013 6
Jackson Hewitt Greensboro, NC Nov 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Kia N. Streater
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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