Kristen Marie Wilson

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

• 10/2007 → Present
  Linsco/Private Ledger Corp.
  Long Beach, CA

Previous Registrations

• 2006-10-20 → 2007-10-17
  Park Avenue Securities Llc
  Irvine, CA
  Irvine, CA
• 2000-04-26 → 2002-12-04
  Avantax Advisory Services
  Fullerton, CA

Other Businesses

1. 10/10/2007 - DBA ONLY/WAIDER FINANCIAL & INSURANCE SERVICES, INC

Exams

• S66 Uniform Combined State Law Examination
  2006-09-05
• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1999-01-18

Other Names

• Kristen Renaud
• Kristen Marie Renaud
• Kristin Marie Renaud
• Kristin Marie Wilson