Kristin Meyer
Kristin Meyer is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Virginia Beach, VA, with 18 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4317 Bonney Road, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Criminal
September 2005Other Business ActivitiesSells Insurance
Kristin works as a group fitness instructor at LA Fitness and Barretend, and is also a licensed insurance agent with Kristin Meyer Independent Insurance. She also owns Rivercrest Financial, a DBA for marketing purposes.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations9 states
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.