Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin McPartlan is a registered Investment Advisor Representative with Cherry Creek Family Offices. Christin is a Colorado-licensed advisor and has been in the industry since 2013. Christin has a Series 65 license and specializes in working with high-net-worth individuals and pooled investment vehicles. Christin's firm provides financial planning, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CO
05/16/2016 - Present
Cherry Creek Family Offices (DENVER CO)
IA
Issued 05/14/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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