Christy Downs, financial advisor Valencia CA
93 score

Christy Downs

CRD Number: 5601202
Current Firm: Foresters Equity Services, Inc.

Christy Downs (CRD# 5601202) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Valencia, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Leighann Miko, financial advisor Valencia CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Similar Advisors
Bonar Chhay, financial advisor Valencia CA
Bonar Chhay
CRD# 5037260
Felicitas Investors LLC
Score
103
Similar Advisors
Juan Ros, financial advisor Valencia CA
Juan C. Ros
CRD# 6028956
Lamia Financial Group, Inc.
Score
103
Company Name Location Dates Years
Foresters Equity Services, Inc. Valencia, CA May 2012 - Current 4
Foresters Financial Partners Valencia, CA Mar 2012 - Current 4
Homemaker Sagus, CA Aug 2011 - Mar 2012 < 1
Homemaker Sagus, CA Oct 2010 - Aug 2011 < 1
Waddell & Reed, Inc. Sherman Oaks, CA Sep 2008 - Dec 2010 2
Various Insurance Carriers For W & R Insurance Agencies Saugus, CA Dec 2008 - Oct 2010 1
Unemployed Saugus, CA May 2008 - Sep 2008 < 1
Cal State University - Northridge Northridge, CA Feb 2008 - May 2008 < 1
Cal State Northridge - Northridge Northridge, CA Aug 2007 - May 2008 < 1
Unemployed Saugus, CA May 2007 - Aug 2007 < 1
Cal State University - Northridge Northridge, CA Aug 2006 - May 2007 < 1
Unemployed Saugus, CA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Christy B. Downs
Phone Number: 858-550-4844
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.