Unclaimed Profile

Christina Lynn Eaken

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC·PETALUMA, California

Series 6, Series 26, Series 63, Series 65Clean record13 years registeredONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

2090 MARINA AVENUE, PETALUMA, CA 94954CRD# 4484258Firm CRD# 162143

Profile Verification

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

Identity

Christina Lynn Eaken · PETALUMA, CA

Registration

CRD #4484258 · ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Oct 2012 – Sep 2020

PETALUMA, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · October 11, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

CRD 162143 · SEC 801-76773

AUM

$29M

Regulatory assets under management

Employees

321 client accounts

Services offered by ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Christina Lynn Eaken offer?

Christina Lynn Eaken specializes in Financial Planning, Investment Management.

What are Christina Lynn Eaken's credentials?

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

Where is Christina Lynn Eaken located?

Christina Lynn Eaken is based in PETALUMA, California, last registered with ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC.

How does Christina Lynn Eaken charge for services?

Christina Lynn Eaken's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC?

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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