Cristian Spence (CRD# 6403354) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Manteca, CA and has over 8 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Manteca, CA | Dec 2021 - Current | 2 |
U.s. Bank | Modesto, CA | Dec 2021 - Jul 2023 | 1 |
Bank Of The West | Ripon, CA | Jun 2018 - Dec 2021 | 3 |
Bancwest Investment Services, Inc. | Ripon, CA | Jun 2018 - Dec 2021 | 3 |
Morgan Stanley Private Bank, National Association | New York, NY | Dec 2015 - Jun 2018 | 2 |
Morgan Stanley | Pleasanton, CA | Sep 2014 - Jun 2018 | 3 |
Freshpoint/sysco Foods | Turlock, CA | Aug 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- CA
-
Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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