Kristen EdenfieldCRD Number: 6170816
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kristen Edenfield (CRD# 6170816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 4 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Bank Of America, N.a.||Jacksonville, FL||Oct 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Feb 2013 - Current||4|
|Burkhardt Sales And Service||Gainesville, FL||Nov 2012 - Feb 2013||< 1|
|Unemployed||Gainesville, FL||Sep 2012 - Oct 2012||< 1|
|Coast Dental||Gainesville, FL||Apr 2011 - Aug 2012||1|
|Haile Endodontics||Gainesville, FL||Jun 2009 - Apr 2011||1|
|Unemployed||Gainesville, FL||Aug 2007 - May 2009||1|
|Gleim Publications||Gainesville, FL||Jun 2007 - Jul 2007||< 1|
|Unemployed||Gainsville, FL||Dec 2006 - May 2007||< 1|
|Target Corporation||Yulee, FL||Jun 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- 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, 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
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