Christina EakenCRD 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 7 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Sherwood Investment Management
Taddei, Ludwig & Associates, Inc.
|Onpointe Advisory And Financial Services, LLC||Petaluma, CA||Mar 2012 - Current||6|
|Legacy Financial Services, Inc.||Petaluma, CA||Jan 2007 - Current||11|
|Legacy Marketing Group||Petaluma, CA||May 1991 - Current||27|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jan 2011 - Dec 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management29MILLIONS
Total Number of Accounts321ACCOUNTS
Average Account Value$90,275
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, WA
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