Cdb Advisory & Consulting

Cdb Advisory & Consulting (CRD# 314797) is a financial advisory firm headquartered in , . They manage $26,223,931 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,311,197
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 businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cdb Advisory & Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Christine Blanchard, financial advisor Irvine CA
Christine D. Blanchard
CRD#: 2125084
Irvine, CA

Christine Blanchard (CRD# 2125084) is an Investment Advisor Representative working at Cdb Advisory & Consulting in Irvine, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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