Kristin Crockett

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Alpharetta, GA
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
• 06/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Alpharetta, GA

Previous Registrations

• 2002-06-21 → 2022-06-09
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
  Alpharetta, GA
• 2002-01-28 → 2002-06-21
  Wachovia Securities, Inc.
  Alpharetta, GA

Other Businesses

BUSINESS ALPHARETTA ROUNDTABLE, INV RELATED, ROSWELL, GA, TREASURER, START 3/1/2021, 8 HOURS PER MONTH, ZERO DURING TRADING, COLLECTING DUES AND REIMBURSING EXPENSES. CROCKETT WEALTH MANAGEMENT LLC, INV RELATED, ROSWELL, GA, 100% OWNERSHIP, START 6/6/2022, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. ALPHA WEALTH ADVISORS LLC, INV RELATED, ALPHARETTA, GA, 17% OWNERSHIP, START 6/13/22, 160 HRS PER MONTH, 9 HRS DURING TRADING, FINET PRACTICE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-16
• S63 Uniform Securities Agent State Law Examination
  1994-05-05

Designations

• Certified Financial Planner

Other Names

• Kristi L Crockett
• Kristi Crockett
• Kristin Lyn Crockett
• Kristi Lynn Crockett
• Kristi Lyn Crockett