Christina K. Talbot

DESTINATION WEALTH MANAGEMENT

Walnut Creek, CA 94597

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CRD#: 5156857

Professional summary

Christina Ko Talbot, CFP®, who also goes by Christina T Ko, Christina Ko, is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christina has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina T Ko | Christina Ko

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 Ko Talbot'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 24, 2014 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

RIA

CRD#: 110365

Walnut Creek, CA

Past

May 6, 2013 - September 3, 2014

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

SAN FRANCISCO, CA

Past

May 2, 2013 - September 3, 2014

RBC CAPITAL MARKETS, LLC

CRD#: 31194

SAN FRANCISCO, CA

Past

October 17, 2012 - May 1, 2013

MORGAN STANLEY

RIA

CRD#: 149777

SAN JOSE, CA

Past

August 9, 2012 - May 1, 2013

MORGAN STANLEY

CRD#: 149777

SAN JOSE, CA

Past

July 1, 2011 - June 18, 2012

SAND HILL GLOBAL ADVISORS, LLC

RIA

CRD#: 111295

PALO ALTO, CA

Past

May 29, 2007 - September 11, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN JOSE, CA

Past

October 11, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

SAN JOSE, CA

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".

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 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.

Highlighted states indicate IAR registrations

IAR

California
(9/24/2014)

IAR

Texas
(8/10/2017)

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: 8/31/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/29/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/10/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 Approved)

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Contact information

Main Address

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 935-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	5,732
AUM (Assets Under Management)	$ 4,145,050,618

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Christina K. Talbot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Ko Talbot's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MORGAN STANLEY

MORGAN STANLEY

SAND HILL GLOBAL ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

DESTINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/2012

Series 65

Date: 6/29/2011

Series 7

Date: 8/8/2012

Series 6

Date: 10/10/2006

Current Firm

DESTINATION WEALTH MANAGEMENT

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINATION WEALTH MANAGEMENT

TRUST BUT VERIFY

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