Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Turnbull is an investment advisor representative with 401k Assist, LLC. Christine has been in the financial services industry for over 15 years. She has a Series 6, 63, 65, and 26 license. Christine is a financial planner and has experience in pension consulting and helping clients select other advisors. Christine focuses on portfolio management for individuals and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
04/08/2019 - Present
401k Assist, LLC (SAN CLEMENTE CA)
CA
07/09/2012 - 04/29/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SAN CLEMENTE CA)
CA
05/07/2009 - 12/31/2011
RESOURCE HORIZONS GROUP LLC (SAN CLEMENTE CA)
CA
06/27/2007 - 10/06/2008
FINANCIAL TELESIS INC (SAN RAFAEL CA)
PA
06/01/2001 - 08/19/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
03/12/2001 - 06/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/12/2001 - 06/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/08/1998 - 04/28/1999
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
05/12/1997 - 04/01/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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