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CG

Christina M. Gamache

RADIANT WEALTH PLANNING
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 4934184
CG

Professional summary

Christina Marie Gamache, who also goes by Christina M. Gamache, Christina M Warthen, Christina Marie Warthen, is a registered financial advisor currently at RADIANT WEALTH PLANNING located in Arlington, Virginia.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christina has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 31, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina M. Gamache | Christina M Warthen | Christina Marie Warthen

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.
Christina Gamache is a consultant at Growth Consulting Firm, LLC, and is responsible for preparing spreadsheets and analyzing statements. She spends 20 hours per month at Growth Consulting Firm, LLC and does not pose a conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Marie Gamache'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

January 29, 2025 - Present

RADIANT WEALTH PLANNING

Office #1: 201 Wilson Blvd Suite 300, Arlington, VA 22203
RIA
CRD#: 310280
Arlington, VA
Past

September 4, 2020 - December 31, 2024

AUDAX WEALTH MANAGEMENT, LLC

RIA
CRD#: 310304
ARLINGTON, VA
Past

January 16, 2019 - September 29, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ANCHORAGE, AK
Past

December 4, 2018 - September 29, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ANCHORAGE, AK
Past

July 26, 2010 - July 29, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ANCHORAGE, AK
Past

July 22, 2010 - July 29, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ANCHORAGE, AK
Past

August 21, 2009 - May 3, 2010

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
PENSACOLA, FL
Past

August 14, 2009 - May 3, 2010

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
PENSACOLA, FL
Past

June 23, 2009 - August 15, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PENSACOLA, FL
Past

June 16, 2009 - August 14, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PENSACOLA, FL
Past

June 1, 2009 - June 24, 2009

MORGAN STANLEY

RIA
CRD#: 149777
PENSACOLA, FL
Past

June 1, 2009 - June 24, 2009

MORGAN STANLEY

BD
CRD#: 149777
PENSACOLA, FL
Past

May 14, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PENSACOLA, FL
Past

May 9, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PENSACOLA, FL
Past

April 2, 2007 - August 28, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
DESTIN, FL
Past

April 2, 2007 - August 28, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
DESTIN, FL
Past

July 6, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
DESTIN, FL
Past

July 5, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
DESTIN, FL
Past

September 27, 2005 - June 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT WALTON BEACH, FL
Past

July 7, 2005 - June 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT WALTON BEACH, FL

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
Alaska
(1/29/2025)
IAR
Virginia
(4/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/15/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 7/18/2006
Futures Managed Funds Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/12/2019
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/6/2009
General Securities Sales Supervisor - General Module Examination

Current Firm

RW
RADIANT WEALTH PLANNING
RADIANT WEALTH PLANNING | RADIANT WEALTH PLANNING, LLC

CRD#: 310280 / SEC#:

Alaska
Registered Investment Advisory firm - (1/29/2025 Approved)
California
Registered Investment Advisory firm - (12/9/2020 Approved)
Texas
Registered Investment Advisory firm - (2/25/2021 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (4/10/2025 Approved)
Washington
Registered Investment Advisory firm - (10/2/2020 Approved)
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Contact information

Main Address
829 Emerson St, Palo Alto, CA 94301
Mailing Address
829 Emerson Street, Palo Alto, CA 94301
Phone number
(650) 431-7799
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts99
AUM (Assets Under Management)$ 10,305,476

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

RADIANT WEALTH PLANNING

CRD#: 310280Arlington, VA 22203

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