Christine Centeno, financial advisor Richmond VA
93 score

Christine Centeno

CRD Number: 5362641
Current Firm: Wells Fargo Advisors Financial Network, LLC

Christine Centeno (CRD# 5362641) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Richmond, VA and has over 9 years of experience in the finance industry. Christine Centeno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Richmond, VA Jul 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2016 1
Morgan Stanley Smith Barney Richmond, VA Aug 2014 - Jul 2016 1
Morgan Stanley Smith Barney Richmond, VA Jul 2014 - Aug 2014 < 1
Morgan Stanley Smith Barney Richmond, VA Apr 2014 - Jul 2014 < 1
Morgan Stanley Smith Barney Richmond, VA Apr 2013 - Apr 2014 1
Wells Fargo Advisors Financial Network, LLC Richmond, VA Feb 2013 - Mar 2013 < 1
Merrill Lynch Richmond, VA Sep 2011 - Feb 2013 1
Wells Fargo Advisors LLC Richmond, VA Jul 2010 - Sep 2011 1
Wachovia Bank, N.a. Richmond, VA Jun 2010 - Sep 2011 1
Bank Of America Midlothian, VA Oct 2009 - Jun 2010 < 1
Ameriprise Financial Services, Inc. Richmond, VA Jun 2007 - Oct 2009 2
Miami Dade County Public Schools Miami, FL Jul 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Christine A. Centeno
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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

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