Christina Aldredge, financial advisor Tulsa OK

Christina Aldredge

CRD Number: 5536286
Current Firm: The Advisory Resource Group, LLC

Christina Aldredge (CRD# 5536286) is an Investment Advisor Representative working at The Advisory Resource Group, LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The Advisory Resource Group, LLC Tulsa, OK Dec 2017 - Current 6
M.s. Howells & Company Scottsdale, AZ Dec 2017 - Current 6
Compass Pointe Financial Tulsa, OK May 2008 - Current 15
Sii Investments Tulsa, OK Feb 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christina M. Aldredge
Phone Number: 918-481-1934
Firm Website: http://www.cpfguide.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    606
    MILLIONS
  • Total Number of Accounts
    2,265
    ACCOUNTS
  • Average Account Value
    $267,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, GA, KS, LA, MO, NE, OK, TX

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