Kristina Meyers
Kristina Meyers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Collins, CO, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2720 Council Tree Avenue, Suite 188, Fort Collins, CO, 80525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristina works as an associate/employee providing financial advice at Addison Avenue Investment Services and as a financial advisor at First Tech Federal Credit Union, dedicating about half her time to each. She also owns Kristina Marie LLC and Meyers Properties, LLC, managing real estate investment properties and working as a real estate investor, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Cuso Financial Services, L.P.Broker
Raymond James Financial Services, INC.Broker
State Registrations18 states
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