Cherita Church (CRD# 7344223) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Houston, TX and has 1 year of experience in the finance industry. Cherita Church 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# 2390431
The Goff Financial Group
CRD# 5637067
Valic Financial Advisors, Inc.
CRD# 5757436
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Fransisco, CA | Dec 2021 - Current | 2 |
| Oshun Financial Planning | Houston, TX | Mar 2020 - Current | 4 |
| Resource Environmental Services | Houston, TX | Dec 2019 - Mar 2020 | < 1 |
| Student | Houston, TX | Jul 2019 - Dec 2019 | < 1 |
| Tiaa Endowments | Houston, TX | Jul 2018 - Jul 2019 | 1 |
| Utimco | Austin, TX | Mar 2016 - Jun 2018 | 2 |
| Emi Consulting Services | Houston, TX | Jun 2013 - Mar 2016 | 2 |
- TX
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Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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