Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Lindley is a financial advisor with over 20 years of experience in the industry. Kristopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 26 and 66 licenses. Kristopher is currently registered with Integrated Wealth Concepts LLC and provides investment advisory services through the firm. Kristopher Lindley also has several other business activities including: Integrated Financial Partners, Retirement DNA, DK Wealth Management, and DK Family Office. Kristopher specializes in providing financial planning, investment management, and pension consulting services to individuals, families, and businesses.
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.
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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CA
10/08/2018 - Present
Integrated Wealth Concepts LLC (San Diego CA)
CA
08/26/2002 - 03/17/2008
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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