CB
Christi L. Bender
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
Phoenixville, PA 19460
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CRD#: 5235366
CB
Professional summary
Christi Lynn Bender is a registered financial advisor currently at VERMILLION & WHITE WEALTH MANAGEMENT GROUP located in Phoenixville, Pennsylvania.
Christi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christi has worked at 1 firm .
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.
SOLE PRACTITIONER, CHRISTI BENDER, CPA: TAX AND SMALL BUSINESS ACCOUNTANT SINCE OCTOBER 2010; NUMBER OF HOURS DEVOTED 40 HOURS PER WEEK DURING REGULAR BUSINESS HOURS 9 AM TO 5 PM. Registered insurance producer with the Commonwealth of Pennsylvania, 1-5 hours per week during securities trading hours devoted to the insurance business.
CRS (Client Relationship Summary) - RIA
Click below to view Christi Lynn Bender'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®
NoneExperience
Current
June 10, 2014 - Present
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
Office #1: 521 Kimberton Road, Phoenixville, PA 19460RIA
CRD#: 168215
Phoenixville, PA
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".
V&
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP
CRD#: 168215 / SEC#: 801-121066
RIA
Registered Investment Advisory firm - (2/1/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/19/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)Texas
Registered Investment Advisory firm - (5/19/2022 Terminated)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
Pennsylvania(6/10/2014)
Exams
Current Firm
V&
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
INVESTMENT ADVISORY SERVICES | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | VERMILLION & WHITE WEALTH MANAGEMENT GROUP
CRD#: 168215 / SEC#: 801-121066
RIA
Registered Investment Advisory firm - (2/1/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/19/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)Texas
Registered Investment Advisory firm - (5/19/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
521 Kimberton Road, Phoenixville, PA 19460
Mailing Address
Phone number
(610) 977-2098
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 825 |
| AUM (Assets Under Management) | $ 203,336,800 |
Red Flags
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