![Kristine Carothers, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
Kristine Carothers (CRD# 6923272) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Spartanburg, SC and has over 3 years of experience in the finance industry.
![Danielle Harmon, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 5253310
Boundless Financial
![Robert Allamon, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 6162753
Brookstone Wealth Advisors, LLC
![John Allen, financial advisor Spartanburg SC](/img/ws/profile-blank-sq.png)
CRD# 4166254
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Asset Managment | Raleigh, NC | Sep 2021 - Current | 2 |
First Citizens Investor Services | Raleigh, NC | Jun 2019 - Current | 4 |
First South Financial Services | Spartanburg, SC | Mar 2018 - Jun 2019 | 1 |
Homemaker | Spartanburg, SC | Jan 2010 - Mar 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- SC
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Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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