Christina Ulrich (CRD# 7077996) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomissing, PA and has over 4 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jun 2021 - Current | 2 |
| Spring Ridge Financial Group, LLC | Wyomissing, PA | Jun 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Feb 2020 - Jun 2021 | 1 |
| Spring Ridge Financial Group, LLC | Wyomissing, PA | Feb 2020 - Jun 2021 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2020 - Feb 2020 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2020 - Feb 2020 | < 1 |
| First Allied Securities | San Diego, CA | May 2019 - Dec 2019 | < 1 |
| Stone Financial | Shillington, PA | Feb 2019 - Dec 2019 | < 1 |
| Sun East Federal Credit Union | Aston, PA | Feb 2019 - Feb 2019 | < 1 |
| Utilities Employees Credit Union | Wyomissing, PA | Sep 2010 - Feb 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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