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Kristyn Spates Bayles

Stonex Advisors Inc.

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About Kristyn Spates Bayles

Kristyn Bayles is a financial professional with over 27 years of experience in the financial services industry. Kristyn is currently registered with Stonex Advisors Inc. and holds Series 7, Series 63 and SIE licenses. Kristyn has previously been registered with Quest Capital Strategies, Inc. and Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Kristyn Bayles is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristyn Bayles’s Registration & Firm History

AL

12/06/2019 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

CA

03/17/2014 - 12/06/2019

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

05/26/2011 - 04/25/2012

CITIGROUP GLOBAL MARKETS INC. (ENCINITAS CA)

CA

03/01/2007 - 05/20/2011

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NY

08/09/1991 - 04/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristyn Spates Bayles.
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