KP
KP

Kristine Pearsall

14 Years of Experience
Bristol, VT
BrokerSells Insurance

Kristine Pearsall is a registered investment advisor at Cetera Investment Advisers LLC, based in Bristol, VT, with 14 years of industry experience. Kristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

36 Main St, Bristol, VT, 05443

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Kristine is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. She is also a registered representative with Bristol Financial Services, PC, spending about a quarter of her time in this role, and serves as a board treasurer for Mount Abraham Unified School District, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2023 - June 2023 · 2 mos
Hartford Financial Group, INC.Broker
March 1995 - February 1999 · 3 yrs 11 mos
State Registrations1 state
VT
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.