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Kirsten Kupras

1 Year of Experience
Portland, OR
Broker

Kirsten Kupras is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, OR, with 1 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

Portland, OR

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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

Kirsten works as an associate/employee at PDX Wealth Management, performing financial advisor duties. This takes about half of Kirsten's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.
December 2024 - Present · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
December 2024 - Present · 1 yr 5 mos
State Registrations32 states
AKARAZCACOFLHIIAIDINKSKYLAMAMIMNMOMTNCNJNMNVOKORPATNTXUTVAVTWAWY
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.
Kirsten Kupras - Financial Advisor | TrueAdvisor