Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Nicole Kunick is a financial professional with experience in the financial services industry. Christa is registered with The Caprock Group, LLC. Prior to joining The Caprock Group, LLC, Christa worked at D.A. Davidson & Co. Christa holds the Series 66, Series 7TO, and SIE licenses. She is a Certified Financial Planner. Christa specializes in providing financial advice to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
Wealth management & consulting
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.
A percentage of the total value of assets under management is charged.
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2
ID
07/08/2022 - Present
THE Caprock Group, LLC (BOISE ID)
ID
11/16/2019 - 06/27/2022
D.A. DAVIDSON & CO. (BOISE ID)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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