Kristina Saunders, financial advisor Washington DC
103 score

Kristina Saunders

CRD Number: 1090648
Current Firm: Farr Miller & Washington LLC
Compensation Model: Fee Only

 

Tenured investment professional proficient in portfolio management, asset allocation, and individual stock and bond selection.  Skilled in providing investment counsel for both high net worth and institutional clients.

From a financial planning standpoint, I assist clients with retirement and social security planning, education planning and charitable giving options.   I partner with clients to have their estate planning and tax needs addressed. 

My experience working for a large institutional firm as well as in the RIA space have given me a broad perspective and insight on investing for my clients.  I have an extensive investment research background that includes analysis of:

• Economic Trends,
• Market Trends,
• Specific industries
• Mutual Funds
• ETF's 
• Private Equity Due Diligence

 

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Professional Designations
Company Name Location Dates Years
Farr Miller & Washington, LLC Washington, DC Sep 2014 - Current 2
Cassaday And Company Mclean, VA Oct 2012 - Nov 2013 1
Farr, Miller & Washington LLC Washington, DC Apr 2011 - Nov 2011 < 1
Center On Executive Comp Washington, DC May 2008 - Sep 2009 1
Trust Company of the West Los Angeles, CA Jan 1986 - Jan 1992 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Kristina K. Saunders
By the Numbers
  • Total Assets Under Management
    1,171
    MILLIONS
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $1,230,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TN, TX, VA

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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