Kristina Lee Holloran

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 04/2018 → 12/2018
  Edward Jones
  St Louis, MO
• 01/2016 → 03/2018
  Pnc Bank
  Ballwin, MO
• 01/2019 → 05/2022
  Mml Investors Services, Llc
  Chesterfield, MO
• 01/2019 → 05/2022
  Mass Mutual Life Insurance Co
  Chesterfield, MO
• 05/2022 → 02/2023
  Fidelity Investments
  St. Louis, MO
• 04/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2022-06-13 → 2023-03-17
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
• 2019-07-22 → 2022-06-02
  Mml Investors Services, Llc
  Chesterfield, MO
• 2018-06-01 → 2018-12-12
  Edward Jones
  St Louis, MO
  Ellisville, MO
  St Louis, MO

Other Businesses

1) KRISTINA HOLLORAN, WILDWOOD MO 63038, 04/2023, Insurance agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 160 HR/MO 160 HR/MO TRADING, 04/2023 3) PREMIER WEALTH MANAGEMENT, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 04/2023, OSJ DESIGNEE, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) 3:16 MINISTRIES DBA NAMES: LEAP OF FAITH MINISTRY, PEANUT BUTTER AND JESUS, AND LEAP 316, High Ridge MO 63049, United States, 08/01/2024, Treasurer, Volunteer, NIR, 2 HR/MO 0 HR/MO TRADING 5) PREMIER NETWORK OF FINANCIAL ADVISORS, 1011 Mumma Road, Suite 100, Wormleysburg PA 17043, United States, 09/17/2024, IAR, DBA Name, iNV REL, 160 HR/MO 160 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2018-05-31

Other Names

• Kristina Lee Bauridl
• Kristina Lee Holloran
• Kristina Holloran