Christina Pereira, financial advisor San Francisco CA
90 score

Christina Pereira

CRD Number: 6123194
Current Firm: First Republic Investment Management, Inc.

Christina Pereira (CRD# 6123194) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Republic Securities Company, LLC San Francisco, CA Jul 2013 - Current 3
First Republic Investment Management San Francisco, CA Jun 2013 - Current 3
Mml Investors Services LLC Walnut Creek, CA Oct 2012 - Jun 2013 < 1
Massmutual Life Insurance Company Walnut Creek, CA Sep 2012 - Jun 2013 < 1
Unemployed Walnut Creek, CA Jun 2012 - Sep 2012 < 1
First Investors Corp San Jose, CA Mar 2012 - Jun 2012 < 1
University Of California, Santa Cruz Santa Cruz, CA Sep 2008 - Jun 2012 3
Walnut Acres Daycare Walnut Creek, CA Jun 2004 - Oct 2011 7
Northgate Highschool Walnut Creek, CA Jul 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Christina E. Pereira
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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