Kristina SaundersCRD 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
• Private Equity Due Diligence
David Wealth Management, LLC
Blue Ocean Global Wealth
Aegis Wealth Management LLC
|Farr Miller & Washington, LLC||Washington, DC||Sep 2014 - Current||5|
|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|
Total Assets Under Management1,510MILLIONS
Total Number of Accounts1,124ACCOUNTS
Average Account Value$1,343,364
- 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 businesses (other than small businesses) or institutional clients
AZ, CA, CT, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TN, TX, VA
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