Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucinda? Claim Your ProfileLucinda Margaret Crist is a registered investment advisor representative with Folger Nolan Fleming Douglas Inc. Crist has been in the industry since 1984 and has experience with both individual and business clients. Crist has passed exams for both Series 7 and Series 63. She is currently registered in 30 states including Arizona, California, and Virginia.
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.
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.
Recommend wrap fee management programs of other registered investment advisers
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.
A percentage of the total value of assets under management is charged.
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2
DC
09/22/2022 - Present
Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)
IA
Issued 01/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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