Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Aubrey is an investment advisor representative with CS Planning Corp. Kristopher is registered with the state of Louisiana and Texas. Kristopher has been in the financial services industry since September 2016. The firm offers a variety of financial services, including financial planning and portfolio management for individuals. They serve a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
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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LA
10/15/2024 - Present
CS Planning Corp. (Lafayette LA)
Active
Inactive
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