Kristin D. Carleton

Financial Advisor, RJFS
Towne Investment Group

Phone: 804-888-8013
Email: kristin.carleton@raymondjames.com
9000 W Huguenot Road
Richmond, VA 23235

Kristin is a Financial Advisor with Towne Investment Group. She has fifteen years of experience in the financial services industry, and has extensive experience working with a broad range of financial products. She prides herself in applying her knowledge of financial products to help her clients achieve their dreams - from buying their first home, to sending their children to college, to retiring with dignity.


Experience and Professional Licenses

Towne Investment Group, Raymond James Financial Services, Inc.Since 2014
Transamerica Capital 2011 – 2014
Universa Investments 2010 – 2011
WisdomTree Asset Management 2008 – 2010

Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 66: Uniform Combined State Law Examination
Life and Health Insurance

Education

School Name: Duke University
Degree: Bachelor of Science, Economics

Organizations and Affiliations

Richmond Food Co-op, Member
Kappa Kappa Gamma, Alumnae and Former House Board Vice President
Richmond Triathlon Club, Member
Richmond Half Marathon Training Team and Spring Marathon Training Team, Member
Rotary Club, Member
Hope International, Volunteer

The above organizations/charitable causes are not affiliated with Raymond James.