Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Lewis is a financial advisor with Colony Family Offices, LLC. Kristin has been in the industry since April 2011 and is registered in Florida and North Carolina. Kristin specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Kristin is a Certified Financial Planner.
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.
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NC
02/03/2020 - Present
Colony Family Offices, LLC (CHARLOTTE NC)
Active
Inactive
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