Krista Fitzpatrick (CRD# 1709969) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 28 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Tampa, FL | Apr 2021 - Current | 2 |
Northern Lights Distributors, LLC | Elkhorn, NE | Oct 2017 - Apr 2021 | 3 |
Swan Global Investments, LLC | Durango, CO | Sep 2017 - Apr 2021 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Apr 2015 - Oct 2017 | 2 |
Bank Of America, N.a. | Sarasota, FL | Apr 2015 - Oct 2017 | 2 |
The Florida Academy Of Ayurveda | Tampa, FL | Feb 2012 - Apr 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1995 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- FL
- TX
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Total Assets Under Management192,398MILLIONS
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Total Number of Accounts269,289ACCOUNTS
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Average Account Value$714,467
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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