Kristin
Walter
Pruco Securities, LLC
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About this Advisor
Kristin Walter is a financial advisor based in Lake Oswego, Oregon, working with Pruco Securities, LLC. Kristin has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Inc, Lewis Stefani Group, H&H Retirement Design And Management Inc, The Prudential Insurance Company Of America, Pruco Securities LLC, and Lewis Stefani Group Dba. Kristin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Kristin is part of Pruco Securities, LLC, which operates out of Lake Oswego, Oregon. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kristin Walter Work History
The Prudential Insurance Company Of America
Pruco Securities LLC
H&H Retirement Design And Management Inc
Lewis Stefani Group
Lewis Stefani Group Dba
Ing Financial Partners, Inc
Voya Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Kristin Walter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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