Kristine Elizabeth Reed

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 12/2018
  Raymond James Financial Services
  St. Petersburg, FL
• 06/2015 → 12/2018
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 01/2019 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2015-07-23 → 2018-12-31
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2010-12-07 → 2015-06-29
  Raymond James & Associates, Inc.
  Loves Park, IL

Other Businesses

(1)Name of Business: Bkreed, Inc. Address: 1550 River Ct, Tarpon Springs, FL, 34689, United States Activity Type: Business Owner Position/Title: Officer - Vice President, Officer - Treasurer, Owner/Proprietor Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner; Vice President; Treasurer. S Corp organized for tax savings purposes.Husband works as sub-contractor for Roofing & Construction Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-06
• S63 Uniform Securities Agent State Law Examination
  2008-08-21

Other Names

• Kristine Elizabeth Lindblom
• Tina Lundholm
• Kristine E Lundholm
• Kristine Elizabeth Lundholm