Kristen Kay Beckstead

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 09/2006 → 10/2025
  First Tennessee Brokerage
  Memphis, TN
• 10/2013 → 10/2025
  Ftb Advisors, Inc.
  Nashville, TN
• 10/2025 → Present
  Lpl Financial Llc
  Nashville, TN
• 10/2025 → Present
  First Horizon Bank
  Nashville, TN

Previous Registrations

• 2006-10-19 → 2025-09-30
  First Horizon Advisors, Inc.
  Memphis, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2012-07-12 → 2013-10-10
  Ftb Advisors, Inc.
  Memphis, TN
  Nashville, TN
• 2006-08-18 → 2006-09-28
  Ameriprise Financial Services, Llc
  Franklin, TN

Other Businesses

1)10/06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name - First Horizon Advisors - Inv Rel - At Reported Business Location(s) 2) 10/2025- First Horizon Bank- Financial Institution Duty- Inv Rel- Nashville, TN 37203- 100 Hrs Per Mnth- Start Date 09/01/2006

Exams

• S66 Uniform Combined State Law Examination
  2006-08-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kristen Kay Gunderson
• Kristen Kay Gunderson