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Christine D. Blanchard

CDB ADVISORY & CONSULTING
Irvine, CA
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CRD#: 2125084
CB

Professional summary


Christine Darlene Blanchard, CFA, who also goes by Christine Darlene Ashjian, Christine Ashjian, is a registered financial advisor currently at CDB ADVISORY & CONSULTING located in Irvine, California.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christine has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christine Darlene Ashjian | Christine Ashjian

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine Darlene Blanchard's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

June 4, 2021 - Present

CDB ADVISORY & CONSULTING

RIA
CRD#: 314797
Irvine, CA
Past

September 26, 2007 - July 30, 2013

POWERS CAPITAL INVESTMENTS, INC.

RIA
CRD#: 145045
ANAHEIM HILLS, CA
Past

April 10, 2003 - December 31, 2007

RIVERPLACE CAPITAL MANAGEMENT INC

RIA
CRD#: 109079
ANAHEIM HILLS, CA
Past

December 5, 1995 - May 16, 1997

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/4/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 3/4/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 4/29/1991
Non-Member General Securities Examination

Current Firm


CA
CDB ADVISORY & CONSULTING
BLANCHARD, CHRISTINE DARLENE | CDB ADVISORY & CONSULTING

CRD#: 314797 / SEC#: 801-121393

RIA
Registered Investment Advisory firm - (9/28/2021 Terminated)
California
Registered Investment Advisory firm - (9/23/2021 Approved)
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Contact information


Main Address
Irvine, CA
Mailing Address
Phone number
(760) 522-2693
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts17
AUM (Assets Under Management)$ 23,466,998

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CDB ADVISORY & CONSULTING

CRD#: 314797Irvine, CA

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