CB
Christina L. Bush
COOPER MCMANUS
SAN JUAN CAPISTRANO, CA 92672
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CRD#: 2535786
CB
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Lynn Bush'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®
NoneExperience
Current
January 24, 2014 - Present
COOPER MCMANUS
Office #1: 29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA 92672RIA
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 92675BD
CRD#: 39543
San Juan Capistrano, CA
Past
January 23, 2014 - March 27, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN JUAN CAPISTRANO, CA
Past
September 10, 2012 - January 14, 2014
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SAN CLEMENTE, CA
Past
September 10, 2012 - January 14, 2014
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAKE FOREST, CA
Past
November 18, 2011 - September 11, 2012
FINANCIAL WEST GROUP
RIA
CRD#: 16668
SAN CLEMENTE, CA
Past
November 17, 2011 - September 11, 2012
FINANCIAL WEST GROUP
BD
CRD#: 16668
SAN CLEMENTE, CA
Past
February 17, 2010 - November 21, 2011
TORREY PINES SECURITIES, INC.
RIA
CRD#: 17120
SAN DIEGO, CA
Past
February 17, 2010 - November 21, 2011
TORREY PINES SECURITIES, INC.
BD
CRD#: 17120
SAN DIEGO, CA
Past
May 15, 2001 - December 23, 2009
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SAN CLEMENTE, CA
Past
May 2, 2001 - December 23, 2009
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN CLEMENTE, CA
Past
September 15, 1994 - May 2, 2001
WELLS FARGO SECURITIES INC.
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
1ST STREET WEALTH MANAGEMENT | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICHARDS, LATHROP AND ASSOCIATES | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT | 401KAMERICA
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CM
COOPER MCMANUS
1ST STREET WEALTH MANAGEMENT | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICHARDS, LATHROP AND ASSOCIATES | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT | 401KAMERICA
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)PREMIUM
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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)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 2,560,714,584 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COOPER MCMANUS
CRD#: 111458San Juan Capistrano, CA 92672TRUST BUT VERIFY
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