Kristin Pearson (CRD# 4522677) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 20 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Advisors LLC | Monroeville, PA | Oct 2018 - Current | 5 |
| Invicta Capital LLC | Monroeville, PA | Oct 2018 - Current | 5 |
| Coury Firm Asset Management Llc, D/b/a The Coury Firm | Pittsburgh, PA | Jun 2018 - Oct 2018 | < 1 |
| The Coury Firm, Llc F/k/a The Coury Financial Group, LP | Pittsburgh, PA | Nov 2014 - Oct 2018 | 3 |
| Coury Investment Advisors, Inc. | Pittsburgh, PA | Nov 2014 - Jun 2018 | 3 |
| Fsc Securities Corp | Atlanta, GA | Nov 2014 - Dec 2017 | 3 |
| Invicta Capital Corporation | Tarentum, PA | Apr 2014 - Oct 2014 | < 1 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Jul 2013 - Sep 2014 | 1 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Jul 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management192MILLIONS
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Total Number of Accounts1,192ACCOUNTS
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Average Account Value$161,311
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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