Kristine M. Wallington
Professional summary
Kristine Marie Wallington, who also goes by Kristine Marie Mershon, Kristie Myrick, Kristine Marie Myrick Ms., Kristine Marie Myrick, is a registered financial advisor currently at THE WEALTH COLLABORATIVE, INC. located in Corona Del Mar, California.
Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kristine has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristine Marie Wallington's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2008 - Present
THE WEALTH COLLABORATIVE, INC.
Office #1: 306 Jasmine Avenue, Corona Del Mar, CA 92625August 31, 2007 - December 31, 2007
LWI FINANCIAL INC.
September 24, 1997 - February 4, 1998
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
THE WEALTH COLLABORATIVE, INC.
CRD#: 142618 / SEC#: 801-68456
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2008)
Exams
Current Firm
THE WEALTH COLLABORATIVE, INC.
CRD#: 142618 / SEC#: 801-68456
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 702,042,089 |
Red Flags
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