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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Albornoz is a financial advisor who has been in the industry since 2012. Kristian has worked for several firms including LPL Financial LLC and TRIAD ADVISORS LLC before joining Beacon Pointe Advisors, LLC in 2024. Kristian is a Certified Financial Planner, and holds Series 66, Series 7 and SIE licenses. Kristian specializes in helping individuals, families, and businesses with financial planning, investment management and consulting. Kristian is registered to provide investment advisory services in Maryland.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/06/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
MD
11/11/2015 - 01/09/2024
TRIAD ADVISORS LLC (Columbia MD)
MD
11/27/2012 - 11/19/2015
LPL FINANCIAL LLC (COLUMBIA MD)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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