Christine KleinCRD Number: 5403064
Current Firm: Regal Wealth Group Inc.
Christine Klein (CRD# 5403064) is an Investment Advisor Representative working at Regal Wealth Group Inc. in Seal Beach, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Regal Wealth Group Inc.||Seal Beach, CA||Aug 2007 - Current||10|
|Regal Wealth Group Inc.||Seal Beach, CA||Feb 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management141MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$520,556
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX