Unclaimed Profile

Christina L Conwell

FLAHERTY & CRUMRINE INCORPORATED·PASADENA, California

Clean recordFLAHERTY & CRUMRINE INCORPORATED

301 E COLORADO BLVD, PASADENA, CA 91101-1911CRD# 5904852Firm CRD# 105499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christina L Conwell · PASADENA, CA

Registration

CRD #5904852 · FLAHERTY & CRUMRINE INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christina L Conwell is a registered financial advisor based in PASADENA, California, affiliated with FLAHERTY & CRUMRINE INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FLAHERTY & CRUMRINE INCORPORATED

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FLAHERTY & CRUMRINE INCORPORATED →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5904852

Firm CRD# 105499

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christina L Conwell offer?

Christina L Conwell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PASADENA, California for a consultation.

What are Christina L Conwell's credentials?

Christina L Conwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christina L Conwell located?

Christina L Conwell is based in PASADENA, California, working with FLAHERTY & CRUMRINE INCORPORATED. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Christina L Conwell charge for services?

Christina L Conwell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLAHERTY & CRUMRINE INCORPORATED?

FLAHERTY & CRUMRINE INCORPORATED has approximately 13 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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