Christina
Slavonik

Your Financial Pharmacist Planning

CRD#4860691
Investment Advisor
in Fort Worth, TX

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About this Advisor

Christina Slavonik is a certified financial planner based out of Fort Worth, Texas with 2 years of relevant experience. Slavonik is an employee of Your Financial Pharmacist Planning. During their career, Slavonik has held roles at Raymond James Financial Services, Inc, Quest Capital Management, Yfp Planning, Keener Financial Planning and Your Financial Pharmacist Planning. Slavonik has a Series 63 license, designating them as a securities broker, and can work in Texas. Your Financial Pharmacist Planning is a financial advisory business operating out of New Albany, OH. It administers $17 million in total assets across its 373 customer accounts, placing it among the smaller firms in the nation by assets under management. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Your Financial Pharmacist Planning can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Fort Worth, TX

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Your Financial Pharmacist Planning Brokerage Details

Total Assets Under Management

$16,651,410

TX Average: $2,106,341,625
Total Number of Employees

14

TX Average: 34
Total Number of Accounts

373

TX Average: 1,972
Average Account Size

$44,642

TX Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Christina Slavonik Work History

Christina has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Your Financial Pharmacist Planning

2020 - 2021 (1 year)

Keener Financial Planning

2019 - 2020 (1 year)

Yfp Planning

2012 - 2019 (7 years)

Raymond James Financial Services, Inc

2012 - 2019 (7 years)

Quest Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christina Slavonik 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 Your Financial Pharmacist Planning

Timothy Baker
New Albany, OH
Angel Melgoza
New Albany, OH
Justin Woods
New Albany, OH
Kelly Reddy-Heffner
New Albany, OH
Christina Slavonik
Fort Worth, TX
Kimberly Bolton
New Albany, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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