Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Ballew is an investment advisor representative with LPL Financial LLC, working in their SAN DIEGO, CA branch. Christa has been in the financial services industry since 2009. Christa is a registered representative and investment advisor representative, holding Series 7, Series 63, and Series 65 licenses. She also holds the SIE certification. Christa has previously worked with WELLS FARGO ADVISORS, LLC, NATIONAL PLANNING CORPORATION, and CHARLES SCHWAB & CO., INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/10/2014 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/14/2011 - 08/13/2012
WELLS FARGO ADVISORS, LLC (LA JOLLA CA)
CA
08/19/2009 - 06/02/2011
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
CA
08/22/2007 - 08/20/2009
CHARLES SCHWAB & CO., INC. (NEWPORT BEACH CA)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christa Ballew is the right advisor for you? Invested Better is here to help.
