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Kristy Lynn Berner

PEOPLE'S SECURITIES, INC.·BRIDGEPORT, Connecticut
Unclaimed Profile
850 MAIN STREET, BRIDGEPORT, CT 06604CRD# 7062749Firm CRD# 13704
01

About

Kristy Lynn Berner is a registered financial advisor based in BRIDGEPORT, Connecticut, affiliated with PEOPLE'S SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEOPLE'S SECURITIES, INC.
PEOPLE'S SECURITIES, INC.
AUM
—
Regulatory assets under management
Employees
550
Total firm employees
View all advisors at PEOPLE'S SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7062749
Firm CRD# 13704
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristy Lynn Berner offer?
Kristy Lynn Berner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRIDGEPORT, Connecticut for a consultation.
What are Kristy Lynn Berner's credentials?
Kristy Lynn Berner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristy Lynn Berner located?
Kristy Lynn Berner is based in BRIDGEPORT, Connecticut, working with PEOPLE'S SECURITIES, INC.. Their office serves clients in the BRIDGEPORT metropolitan area and surrounding communities.
How does Kristy Lynn Berner charge for services?
Kristy Lynn Berner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEOPLE'S SECURITIES, INC.?
PEOPLE'S SECURITIES, INC. has approximately 550 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRIDGEPORT
Michael Mather Boardman — PEOPLE'S UNITED ADVISORS, INC.Michael Eugene Harkins — PEOPLE'S SECURITIES, INC.Bruce Timothy Mcelwee — PEOPLE'S SECURITIES, INC.Patricia Lynn Chonko — PEOPLE'S SECURITIES, INC.Robert Nicholas Martz — PEOPLE'S SECURITIES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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