Kristen Ragusin
Kristen Ragusin is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, MA, with 33 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
20 Burlington Mall Rd, Suite 440, Burlington, MA, 01803
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2001Customer Dispute
July 1999Other Business Activities
Kristen is an author, publishing and promoting her book, and participating in interviews and speaking engagements, dedicating about 10-20% of her time. She also provides consulting services as a mentor, advising groups on developing local currencies, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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