Kristen Lyn Money

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2017
  Clark & Associates
  Reston, VA
• 07/2017 → 08/2021
  Kalos Capital
  Alpharetta, GA
• 08/2021 → 03/2023
  Brighter Financial Capital Management, Llc
  Reston, VA
• 03/2023 → Present
  First Light Financial
  Berryville, VA

Previous Registrations

• 2021-08-25 → 2023-03-21
  Brighter Financial Capital Management, Llc
  Reston, VA

Other Businesses

(1) CLARK & ASSOCIATES, INC. FINANCIAL SOLULTIONS; INV RELATED; RESTON, VA; INSURANCE AGENT; 07/2016; APPROX 90% OF TIME SPENT IN THIS BUSINESS. (2) KALOS CAPITAL; INV RELATED; ALPHARETTA, GA; ADMIN; 07/2017; MINIMAL TIME IN THIS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-16

Other Names

• Kris Lyn Money
• Kris Lyn Beam
• Kristen Lyn Beam