Kristy Douglas is a registered investment advisor, based in West Chester, PA, with 8 years of industry experience.
Location
535 North Church Street, Suite 113, West Chester, PA, 19380
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Regulatory History
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 ActivitiesSells Insurance
Kristy serves on the financial advisory committee for Goshen Fire Company and is a partner at Brandywine Valley Wealth Advisors, LLC. She also owns Kristy M Douglas CPA LLC and is a licensed advisor selling equity indexed annuities, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations11 states
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