Krystle Kaufman (CRD# 5495326) is an Investment Advisor Representative working at Usi Securities, Inc. in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usi Consulting Group | Glastonbury, CT | Sep 2021 - Current | 2 |
| Usi Securities | Glastonbury, CT | Sep 2021 - Current | 2 |
| Lpl Financial, LLC | Davie, FL | Dec 2014 - Current | 9 |
| Resources Investment Advisors, Inc. (bukaty Companies Financial) | Leawood, KS | Dec 2014 - Current | 9 |
| United Capital Financial Advisers, LLC | Ft. Lauderdale, FL | Sep 2009 - Dec 2014 | 5 |
| Girard Securities, Inc. | Ft. Lauderdale, FL | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.