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Kristin Marie Pearson

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania
Unclaimed Profile
527 CEDAR WAY, OAKMONT, PA 15139CRD# 4522677Firm CRD# 298868
01

About

Kristin Marie Pearson is a registered financial advisor based in OAKMONT, Pennsylvania, affiliated with INVICTA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVICTA ADVISORS LLC
INVICTA ADVISORS LLC
AUM
$192M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at INVICTA ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4522677
Firm CRD# 298868
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Marie Pearson offer?
Kristin Marie Pearson specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Kristin Marie Pearson's credentials?
Kristin Marie Pearson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Marie Pearson located?
Kristin Marie Pearson is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.
How does Kristin Marie Pearson charge for services?
Kristin Marie Pearson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVICTA ADVISORS LLC?
INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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