Cristen InmanCRD Number: 3004091
Current Firm: Signator Investors, Inc.
Cristen Inman (CRD# 3004091) is an Investment Advisor Representative working at Signator Investors, Inc. in Cornelius, NC and has over 16 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Signator Investors, Inc.||Cornelius, NC||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Cornelius, NC||Mar 2007 - Current||10|
|Securities America Advisors, Inc.||Cornelius, NC||Dec 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV