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Kristen Theresa Koonce

McAdam LLC

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About Kristen Theresa Koonce

Kristen Theresa Koonce is a financial advisor registered with McAdam LLC. Kristen is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial industry since 2013. Kristen has been registered with McAdam LLC since 2014. Kristen has a strong background in both investment advisory and brokerage services. She is licensed in multiple states across the country. Kristen focuses on working with individuals, high-net-worth individuals, and corporations. She also provides financial planning services for retirement, education, and estate planning. Kristen is committed to helping clients achieve their financial goals.

Firm Information

Kristen Koonce is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristen Koonce’s Registration & Firm History

PA

10/03/2014 - Present

McAdam LLC (PHILADELPHIA PA)

IL

06/06/2013 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Theresa Koonce.
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