Christine Boykin (CRD# 5684946) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newark, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | St. Louis, MO | Mar 2020 - Current | 4 |
Pruco Securities, LLC | St. Louis, MO | Mar 2020 - Current | 4 |
Chandelier Refurbishing | St. Louis, MO | Feb 2019 - Current | 5 |
Cetera Investment Advisers LLC | Overland Park, KS | Jun 2019 - Mar 2020 | < 1 |
Cetera Investment Services LLC | Saint Cloud, MN | Jun 2016 - Mar 2020 | 3 |
Foresters Advisory Services | Overland Park, KS | May 2019 - Jun 2019 | < 1 |
Foresters Financial Services | Overland Park, KS | May 2019 - Jun 2019 | < 1 |
Foresters Financial Services | Maitland, FL | Mar 2019 - May 2019 | < 1 |
Foresters Advisory Services LLC | Maitland, FL | Jul 2016 - May 2019 | 2 |
Foresters Financial Services | Maitland, FL | Apr 2018 - Mar 2019 | < 1 |
Naifa-central Florida | Orlando, FL | Oct 2016 - Nov 2018 | 2 |
Foresters Financial Services | Maitland, FL | Sep 2016 - Apr 2018 | 1 |
Foresters Financial | Maitland, FL | Jul 2016 - Sep 2016 | < 1 |
Mml Investors Services | Chesterfield, MO | Mar 2016 - Jul 2016 | < 1 |
Massmutual St Louis | Chesterfield, MO | Oct 2015 - Jul 2016 | < 1 |
Guardian Life Insurance Co/westward Financial Strategies | Town And Country, MO | Jun 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2016 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- MO
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.