KS
KS

Kristin Stanley

18 Years of Experience
Fort Worth, TX
Broker

Kristin Stanley is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 18 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

3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107

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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

Kristin and her husband, James, are tenants of a rental property since 2008, which was previously owned by her mother-in-law. Kristin spends minimal time on this activity, as the rent is split between her husband and his sister.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - August 2024 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2016 - August 2024 · 8 yrs 6 mos
UBS Financial Services INC.
January 2008 - February 2016 · 8 yrs 1 mo
UBS Financial Services INC.Broker
October 2007 - February 2016 · 8 yrs 4 mos
State Registrations25 states
ARAZCACODEFLGAIDILLAMIMONCNMNVNYOKORPASCTNTXWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.