Kristi Pool, financial advisor Lafayette LA

Kristi Pool

CRD Number: 4061175
Current Firm: Integrity Ria, LLC

Kristi Pool (CRD# 4061175) is an Investment Advisor Representative working at Integrity Ria, LLC in Lafayette, LA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Registered Investment Advisors Lafayette, LA Mar 2022 - Current 2
Consolidated Electrical Distributors Irving, TX Nov 2014 - Mar 2022 7
None Memphis, TN Jan 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Kristi O. Pool
Phone Number: 337-654-0608
Registered State(s):
  • LA
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    1,840
    ACCOUNTS
  • Average Account Value
    $59,964
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, FL, GA, LA, MS, NE, TX

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