Christina UlrichCRD 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.
Hamilton-bates Investment Research, Inc.
Foresight Financial Planning LLC
|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|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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
- 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
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.