Unclaimed
Kristin Bryant Dantin is a financial advisor with Raymond James & Associates, Inc. Kristin has been in the financial services industry since January 23, 2006. Previously, Kristin worked with LPL Financial LLC and Capital One Investments, LLC. Kristin has a Series 6 and SIE licenses. Kristin is registered with the state of Louisiana.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
06/07/2013 - Present
Raymond James & Associates, Inc. (Mandeville LA)
LA
02/20/2013 - 05/29/2013
LPL FINANCIAL LLC (COVINGTON LA)
LA
01/25/2007 - 12/07/2012
LPL FINANCIAL LLC (MANDEVILLE LA)
LA
08/16/2005 - 11/07/2006
CAPITAL ONE INVESTMENTS, LLC (HARAHAN LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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