KC
CFP
KC
CFP

Kristin Crockett

33 Years of Experience
Alpharetta, GA
Broker

Kristin Crockett is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

13560 Morris Rd, Suite 1030, Alpharetta, GA, 30004

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Kristin is the treasurer for Business Alpharetta Roundtable and owns Crockett Wealth Management LLC and Alpha Wealth Advisors LLC. She dedicates a full-time effort to both Crockett Wealth Management and Alpha Wealth Advisors.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - June 2022 · 20 yrs
Wells Fargo Clearing Services, LLCBroker
June 2002 - June 2022 · 20 yrs
Wachovia Securities, INC.
January 2002 - June 2002 · 5 mos
Wachovia Securities, INC.Broker
September 1998 - June 2002 · 3 yrs 9 mos
Olde Discount CorporationBroker
June 1994 - October 1998 · 4 yrs 4 mos
Painewebber IncorporatedBroker
March 1993 - June 1994 · 1 yr 3 mos
State Registrations24 states
ALAZCACODEFLGAMAMDMEMOMSNCNJNYOHORPASCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.