Kristen Garrity, financial advisor Palos Hills IL
88 score

Kristen Garrity

CRD Number: 6088292
Current Firm: Investment Advisors

Kristen Garrity (CRD# 6088292) is an Investment Advisor Representative working at Investment Advisors in Palos Hills, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Investment Services, LLC Oakbrook Terrace, IL Jan 2015 - Current 1
Proequities Inc. Palos Hills, IL Oct 2013 - Current 3
Progressive Financial Planning Services, Inc. Palos Hills, IL May 2012 - Current 4
Chucks's Southern Comforts Cafe Burbank, IL Nov 2009 - Current 7
Lindy's & Gerties's Restaurant Bridgeview, IL Jul 2003 - Oct 2009 6
Bath & Body Works Orlando Park, IL Nov 2008 - Apr 2009 < 1
Aramark Dekalb, IL May 2007 - Sep 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Kristen A. Garrity
Phone Number: 800-288-3035
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Market timing services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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