KP
CFP
KP
CFP

Kristin Pinyan

26 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Kristin Pinyan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Alpharetta, GA, with 26 years of industry experience. Kristin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

12600 Deerfield Parkway, Suite 100, Alpharetta, GA, 30004

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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.

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Other Business ActivitiesSells Insurance

Kristin operates Financial Assets, Inc. as a DBA for financial services, dedicating a full-time workload to it. She also works as an insurance agent selling various fixed insurance products and spends a few hours per week on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
January 2020 - March 2024 · 4 yrs 2 mos
Ifg Network Securities, INC.Broker
August 2000 - January 2004 · 3 yrs 5 mos
State Registrations11 states
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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.
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