Kirstin GriffinCRD Number: 4803413
Current Firm: Sage Financial Advisors Inc.
Kirstin Griffin (CRD# 4803413) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 17 years of experience in the finance industry.
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|Sage Financial Advisors, Inc.||Reno, NV||Sep 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management207MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$392,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NV, OR, TX
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