Kristin Sanderson (CRD# 7227656) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Nashville, TN and has over 3 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pks Advisory Services, Llc Dba Roy Matlock Jr. Advisory | Brentwood, TN | Nov 2023 - Current | < 1 |
| Salesteampro | Nashville, TN | Apr 2020 - Current | 4 |
| Terra Wealth Management, LLC | Brentwood, TN | Jul 2022 - Nov 2023 | 1 |
| Pfs Investments Inc. | Brentwood, TN | Oct 2019 - May 2022 | 2 |
| Primerica Financial Services | Brentwood, TN | Oct 2019 - May 2022 | 2 |
| Live 2 Dance | Nashville, TN | Aug 2015 - Oct 2019 | 4 |
| First Community Mortgage | Murfeesboro, TN | Sep 2014 - Aug 2015 | < 1 |
| First Community Mortgage | Brentwood, TN | Jul 2014 - Sep 2014 | < 1 |
| Walt Disney World Resort | Orlando, FL | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- TN
- TX
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Total Assets Under Management698MILLIONS
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Total Number of Accounts4,457ACCOUNTS
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Average Account Value$156,550
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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