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Christine Lynn Whitney

Charles Schwab & CO., Inc.

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About Christine Lynn Whitney

Christine Lynn Whitney is a financial professional with over 20 years of experience in the industry. She has worked for several notable firms including Prudential Investment Management Services, American Skanda Marketing, Warburg Dillon Read, and Liberty Securities Corporation. Christine is currently registered with Charles Schwab & CO., Inc. in Colorado and Texas.

Firm Information

Christine Whitney is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Christine Whitney’s Registration & Firm History

CO

06/30/2011 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CT

05/09/2005 - 05/06/2011

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NJ

12/11/2003 - 04/08/2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

CT

09/19/2000 - 12/17/2003

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

NY

05/13/1999 - 10/15/1999

WARBURG DILLON READ LLC (NEW YORK NY)

NY

07/03/1996 - 07/11/1997

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

PA

12/12/1995 - 06/05/1996

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

BOTH

Issued 04/23/1996

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christine Lynn Whitney.
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