Kristina GreenCRD Number: 7065537
Current Firm: Trinity Financial Advisors LLC
Kristina Green (CRD# 7065537) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 3 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Trinity Financial Advisors LLC||Columbus, OH||May 2022 - Current||< 1|
|Thrivent Financial||Appleton, WI||Aug 2019 - Apr 2022||2|
|Thrivent Investment Management Inc.||Worthington, OH||Jul 2019 - Apr 2022||2|
|Unemployed||Westerville, OH||May 2016 - Jul 2019||3|
|Mgf Sourcing||Columbus, OH||May 2008 - May 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management361MILLIONS
Total Number of Accounts853ACCOUNTS
Average Account Value$422,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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