Christina Lynn Bush | Financial Professional | San Juan Capistrano, California

Professional summary

Christina Lynn Bush, who also goes by Christina Austin, is a registered financial advisor currently at COOPER MCMANUS located in San Juan Capistrano, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in San Juan Capistrano, California.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Christina has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina Austin

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.

1) CB WEALTH ADVISORY, CAPISTRANO RIDGE EXECUTIVE CENTER, 29122 RANCHO VIEJO ROAD #108, SAN JUAN CAPISTRANO, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/04/10, INV REL, WEALTH MANAGER/CERTIFIED ESTATE AND TRUST SPECIALIST, 5/MO 0/TRADING 2) ANIMAL MAGNETISM PHOTOGRAPHY, 1413 GREEN OAK ROAD, VISTA, CA, WILDLIFE PHOTOGRAPHER, 01/01/05, NIR, 5/MO 0/TRADING 3) YOUTH FOR WILDLIFE, 1413 GREEN OAK ROAD VISTA CA, WILDLIFE EDUCATION, 01/2009, EDUCATOR, NIR, 5/MO 0/TRADING 4) COOPER MCMANUS, 9870 RESEARCH DRIVE, IRVINE, CA, ADVISORS REP OF A REGISTERED INVESTMENT ADV, RIA, 01/2014, INV REL, 5/MO 0/TRADING 5) HONEY HAVEN APIARY, AZALEA AVENUE JULIAN CA 92036, 02/2023, FOUNDER, WILDLIFE PRESERVATION, NIR, 3 HR/MO 0 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Lynn Bush's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 24, 2014 - Present

COOPER MCMANUS

Office #1: 29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA 92672

RIA

CRD#: 111458

SAN JUAN CAPISTRANO, CA

Current

March 27, 2020 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 29122 Rancho Viejo Rd # 108, San Juan Capistrano, CA 92675

BD

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CM

COOPER MCMANUS

CRD#: 111458 / SEC#: 801-61944

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

California

Registered Investment Advisory firm - (4/9/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alaska
(11/8/2024)

RR

Arizona
(3/27/2020)

IAR

California
(1/24/2014)

RR

California
(3/27/2020)

RR

Florida
(3/27/2020)

RR

Georgia
(3/27/2020)

RR

Idaho
(3/27/2020)

RR

Maryland
(3/27/2020)

RR

Michigan
(3/27/2020)

RR

Minnesota
(3/27/2020)

RR

Montana
(11/10/2021)

RR

Nebraska
(8/23/2024)

RR

Nevada
(1/8/2025)

RR

New Mexico
(3/27/2020)

RR

New York
(3/27/2020)

RR

North Carolina
(3/30/2020)

RR

Oklahoma
(1/18/2022)

RR

Oregon
(9/21/2023)

RR

Tennessee
(12/21/2021)

RR

Texas
(3/27/2020)

RR

Utah
(3/27/2020)

RR

Washington
(3/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

CM

COOPER MCMANUS

CRD#: 111458 / SEC#: 801-61944

RIA

Registered Investment Advisory firm - (4/7/2003 Approved)

California

Registered Investment Advisory firm - (4/9/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9870 Research Drive, Irvine, CA 92618

Mailing Address

Phone number

(800) 516-5333

Established

Firm type

Fiscal year end

# of Employees

52

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COOPER MCMANUS ADV PART 2A (5/20/2025)

COOPER MCMANUS ADV PART 2A APPENDIX 1 (2/10/2025)

Regulatory assets under management

Total Number of Accounts	6,372
AUM (Assets Under Management)	$ 2,560,714,584

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Christina L. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Lynn Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURITIES AMERICA, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

TORREY PINES SECURITIES, INC.

TORREY PINES SECURITIES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

COOPER MCMANUS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/1998

Series 63

Date: 10/10/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/14/1995

Series 6

Date: 9/14/1994

FINRA

Current Firm

COOPER MCMANUS

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOPER MCMANUS

TRUST BUT VERIFY

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