Christine Tang, financial advisor Costa Mesa CA

Christine Tang

CRD Number: 4774839
Current Firm: Sb Advisory, LLC

Christine Tang (CRD# 4774839) is an Investment Advisor Representative working at Sb Advisory, LLC in Costa Mesa, CA and has over 16 years of experience in the finance industry. Christine Tang 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.

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Professional Designations
Company Name Location Dates Years
Ifs Securities Atlanta, GA May 2018 - Current 2
Ifs Advisory Atlanta, GA May 2018 - Current 2
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Apr 2018 5
First Allied Securities San Diego, CA Jul 2004 - Apr 2018 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christine B. Tang
Phone Number: 404-704-0406
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    622
    ACCOUNTS
  • Average Account Value
    $220,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, GA, IL, IN, KS, LA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, TN, TX

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