Kristine Anile is a CFP-designated registered investment advisor, based in Lafayette, CA, with 7 years of industry experience. Kristine is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3505 Mt. Diablo Blvd., Lafayette, CA, 94549
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristine is a financial advisor with Dudum Financial and Kestra Advisory Services, providing investment and advisory services, dedicating nearly full-time hours to these roles. Kristine is also a registered representative with Kestra life insurance and 1925 Financial Inc. DBA Dudum Financial & Insurance.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations3 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.
Exams
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