Kristen Heller (CRD# 7265430) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mansfield, MA and has over 3 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2021 - Current | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2021 - Current | 2 |
Baystate Financal | Southborough, MA | Jan 2019 - Current | 5 |
Mml Investors Services, LLC | Southborough, MA | Jul 2020 - Dec 2021 | 1 |
Mass Mutual Life Insurance Company | Southborough, MA | Jan 2019 - Dec 2021 | 2 |
Unemployed | Holliston, MA | Aug 2018 - Dec 2018 | < 1 |
National Development | Newton Lower Falls, MA | Sep 2007 - Jul 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- MA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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