Christina Walters (CRD# 6316995) is an Investment Advisor Representative working at D.f. Dent And Company, Inc. in Baltimore, MD and has 1 year of experience in the finance industry. Christina Walters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.f. Dent And Company, Inc. | Baltimore, MD | Feb 2023 - Current | 1 |
| D.f. Dent And Company, Inc. | Baltimore, MD | Jan 2018 - Current | 6 |
| Croft-leominster, Inc. | Baltimore, MD | Sep 2013 - Dec 2017 | 4 |
- MD
-
Total Assets Under Management8,146MILLIONS
-
Total Number of Accounts1,339ACCOUNTS
-
Average Account Value$6,083,901
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, FL, IA, IL, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.