Christina Eaken, financial advisor Petaluma CA
93 score

Christina Eaken

CRD Number: 4484258
Current Firm: Onpointe Advisory And Financial Services, LLC

Christina Eaken (CRD# 4484258) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Petaluma, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Onpointe Advisory And Financial Services, LLC Petaluma, CA Mar 2012 - Current 4
Legacy Financial Services, Inc. Petaluma, CA Jan 2007 - Current 9
Legacy Marketing Group Petaluma, CA May 1991 - Current 25
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2011 - Dec 2011 < 1
Legacy Financial Services, Inc. Petaluma, CA Jan 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Christina L. Eaken
Phone Number: 800-395-0045
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $130,140
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, FL, GA, IA, ID, IL, KS, LA, MI, MO, MS, NJ, OH, OK, OR, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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