Kristi Irving, financial advisor Urbandale IA

Kristi Irving

CRD Number: 5137577
Current Firm: Brokers Financial

Kristi Irving (CRD# 5137577) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Advisor Solutions Urbandale, IA Jan 2024 - Current < 1
Brokers International Financial Services, LLC Urbandale, IA Sep 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Kristi S. Irving
Phone Number: 877-886-1939
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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