AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CT

Christina A. Tunison

WELLTH ADVISORY SERVICES
BETHESDA, MD 20814
Some features on this profile are disabled
CRD#: 5121040
CT

Professional summary

Christina Anne Tunison, AIF®, who also goes by Christina A Tunison, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Bethesda, Maryland and LPL FINANCIAL LLC located in Bethesda, Maryland.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Christina has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina A Tunison

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Anne Tunison's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 16, 2025 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 7707 Wisconsin Ave Apt 333, Bethesda, MD 20814
RIA
CRD#: 330537
BETHESDA, MD
Current

November 8, 2019 - Present

LPL FINANCIAL LLC

Office #1: 7707 Wisconsin Ave Apt 333, Bethesda, MD 20814
RIA
BD
CRD#: 6413
BETHESDA, MD
Past

November 8, 2019 - December 2, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

February 26, 2019 - July 17, 2019

KRPG ADVISORS, LLC

RIA
CRD#: 284998
GAITHERSBURG, MD
Past

February 15, 2019 - July 30, 2019

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
GAITHERSBURG, MD
Past

February 15, 2019 - July 30, 2019

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
GAITHERSBURG, MD
Past

November 2, 2018 - December 20, 2018

OSAIC WEALTH, INC.

BD
CRD#: 23131
LOS ANGELES, CA
Past

September 27, 2017 - January 4, 2019

SEIA

RIA
CRD#: 108163
Tysons Corner, VA
Past

August 18, 2017 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
LOS ANGELES, CA
Past

May 10, 2016 - July 21, 2017

MMC SECURITIES LLC

RIA
CRD#: 103846
WASHINGTON, DC
Past

May 10, 2016 - July 21, 2017

MMC SECURITIES LLC

BD
CRD#: 103846
WASHINGTON, DC
Past

December 17, 2010 - April 12, 2016

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
BETHESDA, MD
Past

December 15, 2010 - April 12, 2016

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
BETHESDA, MD
Past

July 6, 2007 - December 31, 2008

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
OWINGS MILLS, MD
Past

June 29, 2006 - November 18, 2010

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD

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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)

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
District of Columbia
(11/8/2019)
RR
Maryland
(11/8/2019)
IAR
Maryland
(7/16/2025)
RR
Virginia
(11/8/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/28/2006
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/21/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Bethesda, MD 20814

TRUST BUT VERIFY

Monitor Christina Tunison

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Bryan W Keane
Bryan KeaneAdvisorCheck Check Mark
HIGHTOWER ADVISORS, LLC
IAR
Arlington, VA
Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.