Kristin BloomerCRD Number: 5393312
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
Kristin Bloomer (CRD# 5393312) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Palm Desert, CA and has over 10 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|National Planning Corporation||Palm Desert, CA||Jan 2010 - Current||8|
|Wachovia Securities||Indian Wells, CA||Jul 2007 - Jan 2010||2|
|Marriott||Newton, MA||Apr 2006 - May 2007||1|
|Pottery Barn Kids||Chestnut Hill, MA||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management7,364MILLIONS
Total Number of Accounts35,202ACCOUNTS
Average Account Value$209,180
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY