CB
CFP
CB
CFP

Cristina Briboneria

20 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance

Cristina Briboneria is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Atlanta, GA, with 20 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

577 Ralph McGill Blvd NE, Atlanta, GA, 30312

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2022
Denied
Employment Separation After Allegations
September 2015
Other Business ActivitiesSells Insurance

Cristina is involved in numerous outside business activities, including real estate ownership, owning a coffee shop, writing a financial planning book, and serving as a director for a ministry. She also works as a personal trainer, provides investment advisory services through Kestra Advisory Services, and receives compensation from Oxygen Financial Insurance, among other ventures.

Employment History
Current Registrations
Kestra Advisory Services, LLC
May 2016 - Present · 10 yrs
Kestra Investment Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Kestra Investment Services, LLC
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
NFP Advisor Services, LLC
September 2015 - September 2016 · 1 yr
Investacorp Advisory Services INC
January 2009 - September 2015 · 6 yrs 8 mos
Investacorp, INC.Broker
January 2009 - September 2015 · 6 yrs 8 mos
Ameriprise Financial Services, INC.
July 2005 - January 2009 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2005 - January 2009 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations30 states
ALARCACODCFLGAILINKYLAMAMDMINCNHNJNMNVNYOHOKPASCTNTXVAVTWAWI
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.
Cristina Briboneria - Financial Advisor | TrueAdvisor