Christina Traurig, financial advisor Portsmouth NH

Christina Traurig

CRD Number: 6513564
Current Firm: Cornerstone Financial Planning, LLC
Compensation Model: Fee Only
Christina Traurig (CRD# 6513564) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 1 year of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Cornerstone Financial Planning Portsmouth, NH Jul 2022 - Current 1
Cornerstone Financial Planning Portsmouth, NH Jun 2017 - Current 6
Winebrenner Capital Management LLC Louisville, KY Aug 2014 - May 2017 2
University Of Louisville Louisville, KY Aug 2014 - Aug 2015 1
Fifth Third Bank Cincinnati, OH May 2013 - Jul 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Christina C. Traurig
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $327,675
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
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX

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