KL
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Kristen Ledbetter

12 Years of Experience
St Louis, MO
Broker

Kristen Ledbetter is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristen is the owner/proprietor of Create: The Aura Studio LLC, an art business. She spends a few hours per week assisting with operations.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - December 2023 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
November 2021 - December 2023 · 2 yrs 1 mo
Hightower Advisors, LLC
January 2021 - November 2021 · 10 mos
Hightower Securities, LLCBroker
January 2021 - November 2021 · 10 mos
Wells Fargo Clearing Services, LLC
April 2017 - December 2020 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - December 2020 · 3 yrs 10 mos
Scottrade, INC.Broker
August 2016 - February 2017 · 6 mos
Metlife Securities INC.Broker
June 2010 - July 2013 · 3 yrs 1 mo
State Registrations1 state
MO
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.