Kristen VentreCRD Number: 5608812
Current Firm: Bb&t Institutional Investment Advisers, Inc.
Kristen Ventre (CRD# 5608812) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in York, PA and has over 8 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Bb&t Inst Trust||York, PA||Aug 2015 - Current||2|
|Valley Forge Asset Management Corp||York, PA||Apr 2011 - Aug 2015||4|
|Valley Forge Asset Management Corp||York, PA||May 2010 - Apr 2011||< 1|
|Valley Forge Asset Management||York, PA||Sep 2008 - May 2010||1|
|Sterling Financial||Hanover, PA||Nov 2006 - Sep 2008||1|
|Unemployed||Arnold, MD||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management3,762MILLIONS
Total Number of Accounts258ACCOUNTS
Average Account Value$14,580,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV