Christina BealsCRD Number: 5053181
Current Firm: Securities America Advisors, Inc.
Christina Beals (CRD# 5053181) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Knoxville, TN and has over 14 years of experience in the finance industry.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Securities America, Inc.||Knoxville, TN||Sep 2020 - Current||1|
|Securities America Advisors, Inc.||Knoxville, TN||Sep 2020 - Current||1|
|Securities Service Network, Inc.||Knoxville, TN||Oct 2005 - Sep 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- 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, 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
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