CO
Christina V. O'bryan
BEACON ASSET MANAGEMENT
Owensboro, KY
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CRD#: 2134919
CO
Professional summary
Christina Vittitow O'bryan, CFP®, who also goes by Christina VIttitow Gaddis, Christina Lee Vittitow, is a registered financial advisor currently at BEACON ASSET MANAGEMENT located in Owensboro, Kentucky.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Christina has worked at 2 firms and has passed the Series 63, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christina Vittitow Gaddis | Christina Lee Vittitow
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.
MS. O'BRYAN WAS APPOINTED AS A BOARD MEMBER TO THE SOUTHEAST DAVIESS COUNTY WATER DISTRICT AS OF JUNE 2012. THE WATER DISTRICT PROVIDES SAFE AND RELIABLE WATER SERVICE TO CUSTOMERS OF SOUTHEAST DAVIESS COUNTY. THE BUSINESS OFFICE IS LOCATED AT 3400 BITTEL ROAD, OWENSBORO, KENTUCKY 42301. THE SOUTHEAST DAVIESS COUNTY WATER DISTRICT MERGED WITH THE WEST DAVIESS COUNTY WATER DISTRICT IN JANUARY OF 2021. THE DAVIESS COUNTY WATER DISTRICT IS THE NAME OF THE SUCCEEDING BUSINESS. SHE ATTENDS A MONTHLY MEETING OF TWO HOURS DURING SECURITIES TRADING HOURS. MS. O'BRYAN HAS MET THE 12 HOURS OF TRAINING REQUIRED BY THE STATE TO SERVE AS A COMMISSIONER AND EXPECTS TO SPEND 4 OR MORE HOURS PER MONTH CARRYING OUT HER DUTIES WHICH INCLUDE PROVIDING OVERSIGHT TO THE MANAGEMENT OF THE DISTRICT, ACTING AS A LIAISON TO VARIOUS ISSUES FOR THE WATER DISTRICT, AND SERVING IN AN ADVISORY CAPACITY FOR EMERGENCY MANAGEMENT, FINANCIAL ISSUES, POLICIES AND MISCELLANEOUS PROGRAMS. MS. O'BRYAN IS COMPENSATED FOR THIS SERVICE. MS. O'BRYAN WAS APPOINTED BY THE FISCAL COURT TO SERVE ON THE DAVIESS COUNTY ECONOMIC DEVELOPMENT ADVISORY BOARD. THIS IS A NON PAID POSITION AND THE ADVISORY BOARD HAS NOT MET SINCE 2018. MS. O'BRYAN IS THE OWNER OF AMERICAN TAX SERVICE LLC, A TAX PREPARATION AND BOOKKEEPING SERVICE COMPANY LOCATED AT 3032 ALVEY PARK DRIVE W SUITE 301, OWENSBORO, KENTUCKY. AMERICAN TAX SERVICE IS NOT AN INVESTMENT-RELATED BUSINESS. MS. O'BRYAN ASSUMED THE PAYROLL AND BOOKKEEPING RESPONSIBILITIES OF AMERICAN TAX SERVICE BEGINNING NOVEMBER 1, 2020. AMERICAN TAX SERVICE LLC HAS FIVE EMPLOYEES. MS. O'BRYAN EXPECTS TO WORK 25 HOURS PER WEEK DURING TAX SEASON OUTSIDE OF SECURITIES TRADING HOURS. MS. O'BRYAN SERVES AS VICE PRESIDENT OF THE KENTUCKY RURAL WATER ASSOCIATION INC. AND AS A DIRECTOR FOR THE RURAL WATER FINANCING AGENCY WHICH SUCCEEDED THE KENTUCKY RURAL WATER FINANCE CORPORATION. THESE ENTITIES ARE NON-PROFIT ORGANIZATIONS. SHE IS NOT COMPENSATED FOR EITHER OF THESE POSITIONS. THE RURAL WATER FINANCING AGENCY ISSUES FINANCIAL INSTRUMENTS IN THE FORM OF REVENUE NOTES TO BE UTILIZED TO MAKE LOANS TO PUBLIC RURAL WATER AGENCIES THROUGHOUT THE UNITED STATES TO FINANCE INFRASTRUCTURE PROJECTS. THE RURAL WATER FINANCING AGENCY WAS CHARTERED IN JULY 2021 AND MS. O'BRYAN SERVES AS A CHARTER DIRECTOR. MS O'BRYAN WILL ATTEND APPROXIMATELY SIX BOARD MEETINGS A YEAR AND EXPECTS TO SPEND 20 HOURS OF HER TIME DURING SECURITIES TRADING HOURS IN THIS OVERSIGHT ROLE. THIS WILL AVERAGE 2 HOURS PER MONTH. THE RURAL WATER FINANCING AGENCY ADDRESS IS 1151 OLD PORTER PIKE, BOWLING GREEN, KENTUCKY.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Vittitow O'bryan'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®
CFP®
Start date: 1992
Experience
Current
October 13, 2011 - Present
BEACON ASSET MANAGEMENT
RIA
CRD#: 146410
Owensboro, KY
Past
April 22, 1991 - December 31, 1996
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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
Kentucky(10/13/2011)
IAR
Texas(4/8/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BEACON ASSET MANAGEMENT
BEACON ASSET MANAGEMENT | CHRISTINA VITTITOW O'BRYAN, CFP | BEACON ASSET MANAGEMENT LLC
CRD#: 146410 / SEC#:
Kentucky
Registered Investment Advisory firm - (1/19/2000 Approved)Texas
Registered Investment Advisory firm - (3/30/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Owensboro, KY
Mailing Address
Po Box 1902, Owensboro, KY 42302-1902
Phone number
(270) 688-0840
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 304 |
| AUM (Assets Under Management) | $ 30,988,166 |
Red Flags
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