Christina Lauria, financial advisor Wayne PA
100 score

Christina Lauria

CRD Number: 5527628
Current Firm: Hillview Capital Advisors, LLC

Christina M. Lauria, CFP® (CRD# 5527628) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton, NJ Jun 2011 - Current 6
Ing Financial Partners, Inc. Philadelpia, PA Jun 2010 - Current 7
Express LLC King Of Prussia, PA Aug 2009 - Current 8
Morgan Stanley Smith Barney New York, NY May 2009 - Current 8
Merrill Lynch Hopewell, NJ May 2008 - Current 9
Allstate Fairless Hills, PA May 2007 - Current 10
Allstate Fairless Hills, PA May 2006 - Current 11
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 2010
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Christina M. Lauria
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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