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Terri Lynne Christensen

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho
Clean recordD.B. FITZPATRICK & CO., INC.
800 W MAIN STREET, BOISE, ID 83702-5778CRD# 4616838Firm CRD# 105671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terri Lynne Christensen · BOISE, ID
Registration
CRD #4616838 · D.B. FITZPATRICK & CO., INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terri Lynne Christensen is a registered financial advisor based in BOISE, Idaho, affiliated with D.B. FITZPATRICK & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
D.B. FITZPATRICK & CO., INC.
DB FITZPATRICK
AUM
$476M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at D.B. FITZPATRICK & CO., INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4616838
Firm CRD# 105671
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terri Lynne Christensen offer?
Terri Lynne Christensen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.
What are Terri Lynne Christensen's credentials?
Terri Lynne Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terri Lynne Christensen located?
Terri Lynne Christensen is based in BOISE, Idaho, working with D.B. FITZPATRICK & CO., INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Terri Lynne Christensen charge for services?
Terri Lynne Christensen'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 D.B. FITZPATRICK & CO., INC.?
D.B. FITZPATRICK & CO., INC. has approximately 10 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D.B. FITZPATRICK & CO., INC.

Brian Mcgrath
BOISE, ID
Dennis Bernard Fitzpatrick
BOISE, ID
Brandon Craig Fitzpatrick
BOISE, ID
Cody Bill Barney
BOISE, ID
Tom Walker
BOISE, ID

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