Unclaimed
Kristin Lindsay is a financial advisor who has been in the industry since September 2019. Kristin is a Certified Financial Planner and is registered with the state of Virginia. Kristin works for Verus Financial Partners and is located in Richmond, Virginia. Kristin specializes in financial planning and portfolio management for individuals and has experience working with high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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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VA
11/11/2020 - Present
Verus Financial Partners (RICHMOND VA)
IA
Issued 11/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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