Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Harris is a registered representative with LPL Financial LLC. Kristy has been in the financial services industry for over a decade and is dedicated to providing her clients with comprehensive financial planning and investment management services. Before joining LPL Financial LLC, Kristy was a financial advisor with CUNA Brokerage Services, Inc. Kristy holds the Series 7, Series 66, and SIE securities licenses. She is also licensed to provide investment advice in Alabama, Florida, Georgia, Kentucky, Mississippi, Ohio, and Tennessee. Kristy is committed to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
TN
05/18/2022 - Present
LPL Financial LLC (LAVERGNE TN)
TN
05/24/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MURFREESBORO TN)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kristy Harris is the right advisor for you? Invested Better is here to help.
