KW
KW

Kristopher West

11 Years of Experience
Eagle, ID
Broker

Kristopher West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eagle, ID, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

47 E Riverside Dr, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kristopher owns rental real estate, dedicating minimal time to it. He also provides financial advice to members at Addison Avenue Investment Services and works as a financial advisor servicing member client needs at First Tech Federal Credit Union, dedicating about half his time and about 10-20% of his time, respectively. Kristopher also serves as an executor, dedicating minimal time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
May 2015 - May 2016 · 1 yr
Hornor, Townsend & Kent, INC.Broker
July 2014 - May 2016 · 1 yr 10 mos
State Registrations25 states
AKAZCACOFLGAHIIDILKYMDMINHNJNVOKORPASCSDTNTXWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristopher West - Financial Advisor | TrueAdvisor