Kristopher Kessler, financial advisor Irvine CA
73 score

Kristopher Kessler

CRD Number: 4543640
Current Firm: Newport Coast Asset Management

Kristopher Kessler (CRD# 4543640) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Westpark Capital Inc. Los Angeles, CA Jul 2016 - Current < 1
Newport Coast Securities Irvine, CA Oct 2009 - Current 7
Grant Bettingen Newport Beach, CA Aug 2007 - Apr 2010 2
Grant Bettingen, Inc. Newport Beach, CA Jun 2008 - Oct 2009 1
Brookstreet Securities Irvine, CA May 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Kristopher C. Kessler
Phone Number: 646-259-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $141,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV

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BADGES
73

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