Christina K. Talbot
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christina Ko Talbot, CFP®, who also goes by Christina T Ko, Christina Ko, was a registered financial professional .
Christina is a previously registered financial professional and started their career in finance in 2006. Christina had worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
September 24, 2014 - April 8, 2026
DESTINATION WEALTH MANAGEMENT
May 6, 2013 - September 3, 2014
RBC CAPITAL MARKETS, LLC
May 2, 2013 - September 3, 2014
RBC CAPITAL MARKETS, LLC
October 17, 2012 - May 1, 2013
MORGAN STANLEY
August 9, 2012 - May 1, 2013
MORGAN STANLEY
July 1, 2011 - June 18, 2012
SAND HILL GLOBAL ADVISORS, LLC
May 29, 2007 - September 11, 2007
CITIGROUP GLOBAL MARKETS INC.
October 11, 2006 - May 29, 2007
CITICORP INVESTMENT SERVICES
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DESTINATION WEALTH MANAGEMENT
CRD#: 110365 / SEC#: 801-53077
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,732 |
| AUM (Assets Under Management) | $ 4,145,050,618 |
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.
