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CW

Christopher M. Wink

RMC FINANCIAL ADVISORS
Davis, CA 95618
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CRD#: 4317947
CW

Professional summary


Christopher Michael Wink is a registered financial advisor currently at RMC FINANCIAL ADVISORS, LLC located in Davis, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
- WINK ACCOUTNANCY CORP., CPA FIRM, OWNER/PRESIDENT

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Michael Wink'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®
None

Experience


Current

December 12, 2007 - Present

RMC FINANCIAL ADVISORS, LLC

Office #1: 2744 Del Rio Place, Suite 100, Davis, CA 95618
RIA
CRD#: 144821
Davis, CA
Past

September 6, 2005 - July 31, 2007

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
DAVIS, CA
Past

February 9, 2001 - August 23, 2005

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA

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
California
(12/12/2007)

Exams


State Security Law Exam
RR
Series 63
Date: 6/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RF
RMC FINANCIAL ADVISORS, LLC
RMC FINANCIAL ADVISORS | WONG, MARK, JOSEPH | RMC FINANCIAL ADVISORS, LLC | RMC FINANCIAL ADVISORS LLC

CRD#: 144821 / SEC#:

California
Registered Investment Advisory firm - (9/19/2007 Approved)
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Contact information


Main Address
2744 Del Rio Place, Suite 100, Davis, CA 95618
Mailing Address
Phone number
(530) 756-4722
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts150
AUM (Assets Under Management)$ 40,027,938

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.

Company Information


RMC FINANCIAL ADVISORS, LLC

CRD#: 144821Davis, CA 95618

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