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CL

Christina C. Lynch

BRECKINRIDGE CAPITAL ADVISORS
SAN DIEGO, CA 92121
Some features on this profile are disabled
CRD#: 5638523
CL

Professional summary

Christina Camacho Lynch, who also goes by Christina Julia Camacho, Christina Camacho, Chritina Camacho, is a registered financial advisor currently at BRECKINRIDGE CAPITAL ADVISORS INC located in San Diego, California.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christina has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina Julia Camacho | Christina Camacho | Chritina Camacho

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.
Yoga teacher at CorePower Yoga, teaching 3 classes/week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Camacho Lynch'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®
None

Experience

Current

June 5, 2018 - Present

BRECKINRIDGE CAPITAL ADVISORS INC

Office #1: 4655 Executive Drive Suite 820, San Diego, CA 92121
RIA
CRD#: 107143
SAN DIEGO, CA
Past

March 31, 2015 - November 18, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Solana Beach, CA
Past

October 29, 2012 - November 16, 2016

GURTIN MUNICIPAL BOND MANAGEMENT

RIA
CRD#: 143597
SOLANA BEACH, 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".
BC
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143 / SEC#: 801-43833

RIA
Registered Investment Advisory firm - (4/29/1993 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
(6/5/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 4/13/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/26/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/31/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BC
BRECKINRIDGE CAPITAL ADVISORS INC
BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143 / SEC#: 801-43833

RIA
Registered Investment Advisory firm - (4/29/1993 Approved)
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Contact information

Main Address
125 High Street Suite 431, Boston, MA 02110-1529
Mailing Address
Phone number
(617) 443-0779
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (53 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

BRECKINRIDGE CAPITAL ADVISORS FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts18,559
AUM (Assets Under Management)$ 50,989,726,048

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

BRECKINRIDGE CAPITAL ADVISORS INC

CRD#: 107143San Diego, CA 92121

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