Kristen Miller (CRD# 5139943) is an Investment Advisor Representative working at Riversedge Advisors in Wilmington, DE and has over 14 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Riversedge Advisors, LLC | Wilmington, DE | Jul 2023 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Newark, DE | Jun 2022 - Jul 2023 | 1 |
J.p. Morgan Securities LLC | Newark, DE | Apr 2021 - Apr 2022 | 1 |
Wsfs | Wilmington, DE | Sep 2020 - Mar 2021 | < 1 |
Unemployed | Wilmington, DE | Jun 2020 - Aug 2020 | < 1 |
First State Trust Company | Wilmington, DE | Jan 2020 - May 2020 | < 1 |
Unemployed | Wilmington, DE | Aug 2019 - Jan 2020 | < 1 |
Merrill Lynch | Wilmington, DE | Jan 2011 - Jul 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2009 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- DE
-
Total Assets Under Management594MILLIONS
-
Total Number of Accounts1,328ACCOUNTS
-
Average Account Value$447,605
- 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
- Pension consulting services
- Other
CA, DE, FL, MD, NJ, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.