Kristine Lampert
Kristine Lampert is a registered investment advisor at Raymond James & Associates, INC., based in Delray Beach, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristine serves on the Board of Directors for the Delray Beach Library, providing oversight and management. This is a volunteer position and not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
NFP Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations1 state
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