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Christina A Ybarra

COMPREHENSIVE WEALTH MANAGEMENT, LLC·LYNNWOOD, Washington
Unclaimed Profile
3500 188TH ST SW, LYNNWOOD, WA 98037-4757CRD# 4939136Firm CRD# 116958
01

About

Christina A Ybarra is a registered financial advisor based in LYNNWOOD, Washington, affiliated with COMPREHENSIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COMPREHENSIVE WEALTH MANAGEMENT, LLC
COMPREHENSIVE WEALTH MANAGEMENT
AUM
$299M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at COMPREHENSIVE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4939136
Firm CRD# 116958
5 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christina A Ybarra offer?
Christina A Ybarra specializes in Financial Planning, Investment Management. Contact their office in LYNNWOOD, Washington for a consultation.
What are Christina A Ybarra's credentials?
Christina A Ybarra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina A Ybarra located?
Christina A Ybarra is based in LYNNWOOD, Washington, working with COMPREHENSIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the LYNNWOOD metropolitan area and surrounding communities.
How does Christina A Ybarra charge for services?
Christina A Ybarra's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPREHENSIVE WEALTH MANAGEMENT, LLC?
COMPREHENSIVE WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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