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Christi Lynn Bender

Vermillion & White Wealth Management Group

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About Christi Lynn Bender

Christi Bender is an Investment Advisor Representative at Vermillion & White Wealth Management Group in Phoenixville, PA. Christi holds a Series 65 registration and is licensed as an insurance producer in the Commonwealth of Pennsylvania. Christi is a tax and small business accountant since October 2010, and she has been with Vermillion & White Wealth Management Group since April 2014. Christi provides financial planning, portfolio management for individuals and businesses, and pension consulting services to individuals, businesses, and pension and profit-sharing plans.

Firm Information

Christi Bender is currently registered with Vermillion & White Wealth Management Group. Vermillion & White Wealth Management Group, LLC is an independent Registered Investment Advisor (RIA) based in Phoenixville, Pennsylvania. The firm provides a range of financial planning and investment management services to individuals, high-net-worth individuals, businesses, and retirement plans. With over $200 million in regulatory assets under management, the firm has a team of two licensed agents and two investment advisor representatives. They are committed to providing personalized financial advice and investment strategies to help their clients achieve their financial goals.
Vermillion & White Wealth Management Group

521 KIMBERTON ROAD

PHOENIXVILLE, PA 19460

$203.34M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christi Bender’s Registration & Firm History

PA

06/10/2014 - Present

Vermillion & White Wealth Management Group (PHOENIXVILLE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christi Lynn Bender.
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