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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Farren Moss is an investment advisor representative with CoastEdge Partners, LLC, registered with the state of California. Kristin has been in the industry since January 2012 and holds a Series 65 license. CoastEdge Partners, LLC is an investment advisory firm with an office in La Jolla, CA. The firm manages assets of over $1 billion and serves a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. CoastEdge Partners, LLC provides a range of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/22/2018 - Present
Coastedge Partners, LLC (LA JOLLA CA)
IA
Issued 05/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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