Christina L. Doss
Professional summary
Christina Lynn Doss, who also goes by Christina Doss, Kittler Doss, is a registered financial advisor currently at SALTMARSH FINANCIAL ADVISORS, LLC located in Pensacola, Florida.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christina has worked at 3 firms and has passed the Series 66, Series 63, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christina Lynn Doss's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2013 - Present
SALTMARSH FINANCIAL ADVISORS, LLC
Office #1: 900 N 12th Avenue, Pensacola, FL 32501November 8, 2006 - August 14, 2013
TRUIST INVESTMENT SERVICES, INC.
June 19, 2006 - August 14, 2013
TRUIST INVESTMENT SERVICES, INC.
February 10, 2003 - February 21, 2006
CHARLES SCHWAB & CO., INC.
February 23, 1994 - February 21, 2006
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SALTMARSH FINANCIAL ADVISORS, LLC
CRD#: 132248 / SEC#: 801-110278
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2013)
Exams
Series 8
Date: 11/21/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
SALTMARSH FINANCIAL ADVISORS, LLC
CRD#: 132248 / SEC#: 801-110278
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 318,447,000 |
Red Flags
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