KH
KH

Kristiana Harding

5 Years of Experience
Clackamas, OR
Broker

Kristiana Harding is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clackamas, OR, with 5 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

8854 SE Sunnyside Rd, Clackamas, OR, 97015

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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

Kristiana works as an Investment Advisor Associate for both OnPoint Community Credit Union and OnPoint Investment Services since September 2021. She dedicates about half her time to each of these roles, including time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2020 - May 2021 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
December 2019 - May 2021 · 1 yr 5 mos
State Registrations6 states
AZIDMTORPAWA
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.