Kristi
Pool
Integrity Ria, LLC
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About this Advisor
Kristi Pool is a financial advisor who works out of Lafayette, Louisiana. Pool is an advisor for Integrity Ria, LLC. Over the course of their career, they have held roles at Compass Financial Advisors LLC, Consolidated Electrical Distributors, Integrity Registered Investment Advisors and None. Pool maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana, Nebraska and Texas. Integrity Ria, LLC is a company based out of Lafayette, LA. It handles $106 million in assets among its 1,947 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,947 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Integrity Ria, Llc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which service is provided. Fee types billed by Integrity Ria, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Ria, LLC Brokerage Details
$105,622,520
3
1,947
$54,249
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kristi Pool Work History
Kristi has been registered as a financial advisor for 0 years.*
Integrity Registered Investment Advisors
Consolidated Electrical Distributors
None
Compass Financial Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristi Pool to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrity Ria, LLC
Lafayette, LA
Lafayette, LA
Lafayette, LA
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