Verified
Christine Tang is a financial advisor at LPL Financial LLC, with over 19 years of experience in the industry. Christine holds the Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses. Christine has a proven track record of success and is committed to providing her clients with personalized financial advice. Christine provides financial planning, portfolio management for individuals and businesses, pension consulting, and other non-discretionary advisory services. Christine's previous affiliations include First Allied Securities, Inc., Cantella & Co., Inc., IFS SECURITIES, and LINSCO/PRIVATE LEDGER CORP. Christine is a CERTIFIED FINANCIAL PLANNER™ professional.
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
TX
09/21/2022 - Present
LPL Financial LLC (HOUSTON TX)
CA
09/03/2019 - 09/23/2022
CANTELLA & CO., INC. (Costa Mesa CA)
CA
05/24/2018 - 09/09/2019
IFS SECURITIES (costa mesa CA)
CA
07/16/2004 - 05/25/2018
FIRST ALLIED SECURITIES, INC. (COSTA MESA CA)
SC
05/07/2004 - 07/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 04/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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