Christina Ulrich, financial advisor Wyomissing PA

Christina Ulrich

CRD Number: 7077996
Current Firm: Commonwealth Financial Network

Christina Ulrich (CRD# 7077996) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomissing, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2021 - Current 1
Spring Ridge Financial Group, LLC Wyomissing, PA Jun 2021 - Current 1
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
Santander Arena Reading, PA Nov 2012 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Christina Ulrich
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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