Khirstine LumbanCRD Number: 6021337
Current Firm: Fisher Investments
Khirstine Lumban (CRD# 6021337) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Fisher Investments||San Mateo, CA||Oct 2014 - Current||2|
|Austral Housing Inspections||Oakland, CA||May 2014 - Oct 2014||< 1|
|Forex Capital Markets||San Francisco, CA||Nov 2012 - May 2014||1|
|Austral Houseing Inspections||Oakland, CA||Sep 2012 - Nov 2012||< 1|
|Claremont Graduate School||Upland, CA||Feb 2011 - Aug 2012||1|
|Claremont Graduate School||Claremont, CA||Aug 2010 - Aug 2012||2|
|Wedbush Morgan||Los Angeles, CA||Feb 2012 - May 2012||< 1|
|Barling Bay||Washington, DC||Jun 2011 - Aug 2011||< 1|
|Children's Law Center||Los Angeles, CA||Jun 2010 - Aug 2010||< 1|
|Thomas Jefferson School Of Law||San Diego, CA||Aug 2009 - Aug 2010||1|
|Unemployed||San Bernardino, CA||Jun 2009 - Aug 2009||< 1|
|Claremont Graduate School||Claremont, CA||Oct 2008 - May 2009||< 1|
|Claremont Graduate School||Claremont, CA||Jan 2008 - May 2009||1|
|Claremont Graduate School||Claremont, CA||Aug 2007 - May 2009||1|
|San Bernardino City Unified School District||San Bernardino, CA||Dec 2006 - May 2009||2|
|Unemployed||Berkeley, CA||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management65,442MILLIONS
Total Number of Accounts57,982ACCOUNTS
Average Account Value$1,128,654
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.