Christi Staib (CRD# 4623458) is an Investment Advisor Representative working at Lpl Financial LLC in Plano, TX and has over 19 years of experience in the finance industry.
You and your loved ones are worth every moment of planning for your future.
Tap into the abundance that exists and surround yourself with support(ers) like us.
For the Love of your family (and yourself) we help you create the platform on which to build your future.
We focus on providing wealth management strategies to families around the world. We help clients address their five biggest concerns: Preserving Their Wealth, Mitigating Taxes, Taking Care of Their Heirs, Ensuring Their Assets are Not Unjustly Taken and Charitable Giving.
At Silver Sail Wealth Advisors, our goal is to work toward building and preserving every client's financial position, to help simplify their lives and be accountable for our work. We strive to have our clients tell us they have confidence in their financial futures. We use all the tools available to help guide our clients in acquiring, preserving and transferring wealth according to their wishes.
Financial Guidance, ~ Simple ~ Secure ~ Smart
Christi is a frequent interview guest on TV, radio, and print, both financial and general interest. She is an author on the issue of women and finance. Her book on The Unique Financial Needs of Women Today came out on Amazon in September 2016.
Her research shows women think and communicate about investments differently than men and the Silver Sail team is well-versed in this communication.
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Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Dallas, TX | Apr 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2003 |
S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above.
The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, DE, FL, GA, IL, LA, MA, MD, MI, MO, PA, SC, TX, VA
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