Kristina Keck, financial advisor San Francisco CA
93 score

Kristina Keck

CRD Number: 3118521
Current Firm: Global Retirement Partners LLC

Kristina Keck (CRD# 3118521) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Francisco, CA Sep 2014 - Current 2
Global Retirement Partners LLC San Rafael, CA Sep 2014 - Current 2
Woodruff Sawyer San Francisco, CA Jan 2013 - Current 3
Financial Telesis Inc. San Rafael, CA Jan 2013 - Jul 2015 2
Financial Advocates Investment Management Olympia, WA Mar 2011 - Jan 2013 1
Lpl Financial Corporation Santa Rosa, CA Sep 2009 - Jan 2013 3
Associated Planners Investment Advisory, Inc. Santa Rosa, CA Jan 2006 - Sep 2009 3
Associated Securities Corp Santa Rosa, CA Feb 2001 - Sep 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Kristina P. Keck
Phone Number: 415-526-2751
Registered State(s):
  • CA
  • OR
  • NV
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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