Christina
White

Beacon Pointe Advisors, LLC

CRD#5678485
Investment Advisor
in Columbia, MD

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About this Advisor

Christina White is a financial advisor based in Columbia, Maryland, working with Beacon Pointe Advisors, LLC. Christina has previously held positions at Ing Financial Partners, Voya Financial Advisors, Keeney Financial Group Inc, Triad Advisors, Beacon Pointe Advisors, LLC, Beacon Pointe Insurance Services, and Egan, Berger, & Weiner, LLC. Christina has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Christina is part of Beacon Pointe Advisors, LLC, which operates out of Columbia, Maryland. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6811 Benjamin Franklin Drive Suite 100
Columbia, MD 21046

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

MD Average: $7,578,581,321
Total Number of Employees

500

MD Average: 43
Total Number of Accounts

47,098

MD Average: 3,727
Average Account Size

$664,146

MD Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christina White Work History

2024 - Present (0 year)

Beacon Pointe Advisors, LLC

2024 - Present (0 year)

Beacon Pointe Insurance Services

2021 - Present (3 years)

Keeney Financial Group Inc

2021 - Present (3 years)

Triad Advisors

2014 - 2021 (7 years)

Voya Financial Advisors

2009 - 2014 (5 years)

Ing Financial Partners

2009 - 2021 (12 years)

Egan, Berger, & Weiner, LLC

Disclosures

Please visit the SEC profile of Christina White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Pointe Advisors, LLC

Todd Ruble
Scottsdale, AZ
Katherine Hickey
Bala Cynwyd, PA
Quinn Schneider
Charlotte, NC
James Davenport
Newport Beach, CA
Bruce Burgess
Waltham, MA
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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