Kristie Strubeck
Kristie Strubeck is a registered investment advisor at Raymond James & Associates, INC., based in Allentown, PA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
740 Hamilton Street, Suite 220, Allentown, PA, 18101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristie works as a financial analyst and advisor for Evans Wealth Strategies, a support company/DBA. She dedicates no time to this business, as it is a non-owner position.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
PNC Investments
PNC InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations14 states
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