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Kristin Lynn Copper

SMART PORTFOLIOS, LLC·LAKE FOREST PARK, Washington
Unclaimed Profile
17865 BALLINGER WAY NE, LAKE FOREST PARK, WA 98155CRD# 7227692Firm CRD# 131342
01

About

Kristin Lynn Copper is a registered financial advisor based in LAKE FOREST PARK, Washington, affiliated with SMART PORTFOLIOS, LLC. 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
SMART PORTFOLIOS, LLC
SMART PORTFOLIOS, LLC
AUM
$188M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SMART PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7227692
Firm CRD# 131342
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Lynn Copper offer?
Kristin Lynn Copper specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST PARK, Washington for a consultation.
What are Kristin Lynn Copper's credentials?
Kristin Lynn Copper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Lynn Copper located?
Kristin Lynn Copper is based in LAKE FOREST PARK, Washington, working with SMART PORTFOLIOS, LLC. Their office serves clients in the LAKE FOREST PARK metropolitan area and surrounding communities.
How does Kristin Lynn Copper charge for services?
Kristin Lynn Copper'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 SMART PORTFOLIOS, LLC?
SMART PORTFOLIOS, LLC has approximately 6 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE FOREST PARK
Bryce Arnevick James — SMART PORTFOLIOS, LLCShawn Daniel Bird — SMART PORTFOLIOS, LLCKeith Edward Campbell — SMART PORTFOLIOS, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
Advisor Fees in WashingtonNational Fee Analysis
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