Kristin L. Smith
Professional summary
Kristin Lynn Smith, who also goes by Kristin Lynn Cleghorn, Kristin Lynn Fitzsimmons, Kristin Fitzsimmons Smith, is a registered financial advisor currently at CANNON FINANCIAL STRATEGISTS, INC. located in Athens, Georgia.
Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kristin has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristin Lynn Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2018 - Present
CANNON FINANCIAL STRATEGISTS, INC.
Office #1: 649-8 South Milledge Ave, Athens, GA 30605September 11, 2000 - September 17, 2004
NATIONWIDE INVESTMENT SERVICES CORPORATION
August 17, 1998 - September 8, 2000
UVEST FINANCIAL SERVICES GROUP, INC.
Primary Firm SEC Registration
CANNON FINANCIAL STRATEGISTS, INC.
CRD#: 133509 / SEC#: 801-79869
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/20/2018)
Exams
Current Firm
CANNON FINANCIAL STRATEGISTS, INC.
CRD#: 133509 / SEC#: 801-79869
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,140 |
| AUM (Assets Under Management) | $ 1,433,957,745 |
Red Flags
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Company Information
CANNON FINANCIAL STRATEGISTS, INC.
CRD#: 133509Athens, GA 30605TRUST BUT VERIFY
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