Anna Christakos (CRD# 3087348) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Cranford, NJ and has over 25 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Giovannone Family LLC | Westfield, NJ | May 2013 - Current | 10 |
| Westfield Benefit Services, LLC | Westfield, NJ | Oct 2010 - Current | 13 |
| Westfield Wealth Management | Westfield, NJ | Jan 2007 - Current | 17 |
| Century 21 | Cranford, NJ | Oct 2006 - Current | 17 |
| Christakos & Company | Westfield, NJ | Aug 1988 - Current | 35 |
| Christakos & Company, Pc | Westfield, NJ | Aug 1988 - Current | 35 |
| United Planners Financial Services | Scottsdale, AZ | Dec 2004 - Dec 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- NJ
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$449,159
- 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
- Pension consulting services
NJ, TX
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