Unclaimed
Christine Winn Powell is a financial advisor with LPL Financial LLC. She is registered with FINRA and has been in the industry since 1987. Christine is a well-established advisor, having worked with several firms over the years including Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Her clients include high-net-worth individuals, corporations, and charitable organizations. She provides a variety of services, including financial planning, portfolio management, and pension consulting. Christine is committed to providing her clients with personalized financial advice that helps them achieve their goals.
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
06/26/2019 - Present
LPL Financial LLC (HOUSTON TX)
TX
01/11/2010 - 11/30/2010
NRP FINANCIAL, INC. (HOUSTON TX)
TX
06/01/2009 - 01/21/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/24/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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