Christina M. Osborne

LIFE BALANCE FINANCIAL

Houston, TX 77043

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CRD#: 4024591

Professional summary

Christina Marie Osborne, CFP®, who also goes by Christina Marie Elmendorf, is a registered financial advisor currently at LIFE BALANCE FINANCIAL located in Houston, Texas.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christina has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina Marie Elmendorf

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.LICENSED INSURANCE AGENT, INVESTMENT RELATED, INSURANCE SALES, SPENDS APPROXIMATELY 15 HOURS PER MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Marie Osborne'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^®

Certified Financial Planner

Start date: 2004

Experience

Current

February 20, 2018 - Present

LIFE BALANCE FINANCIAL

Office #1: 1334 Brittmoore Rd. Suite 1000 B, Houston, TX 77043

RIA

CRD#: 291718

Houston, TX

Past

June 19, 2014 - April 12, 2018

BARON FINANCIAL ADVISORS, LLC

RIA

CRD#: 170484

SPRING, TX

Past

June 7, 2005 - June 20, 2014

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

April 11, 2005 - June 20, 2014

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

Past

July 19, 2001 - November 12, 2004

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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

Texas
(2/20/2018)

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.

Exams

State Security Law Exam

Series 63

Date: 6/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/12/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/18/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFE BALANCE FINANCIAL

FINANCIAL LIFE BALANCE LLC | LIFE BALANCE FINANCIAL

CRD#: 291718 / SEC#:

Texas

Registered Investment Advisory firm - (2/20/2018 Approved)

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Contact information

Main Address

1334 Brittmoore Rd. Suite 1000 B, Houston, TX 77043

Mailing Address

Phone number

(281) 794-0969

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Christina M. Osborne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Marie Osborne's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE BALANCE FINANCIAL

BARON FINANCIAL ADVISORS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/15/2001

Series 7

Date: 6/12/2003

Series 6

Date: 7/18/2001

Current Firm

LIFE BALANCE FINANCIAL

Contact information

Documents

Red Flags

Company Information

LIFE BALANCE FINANCIAL

TRUST BUT VERIFY

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