Christina L. White

KILTER GROUP

COLUMBIA, MD

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CRD#: 5678485

Professional summary

Christina Lynn White, CFP®, who also goes by Christina Lynn Heere-beyer, is a registered financial advisor currently at KILTER GROUP located in Columbia, Maryland.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christina has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina Lynn Heere-Beyer

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 Lynn White'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: 2012

Experience

Current

July 30, 2025 - Present

KILTER GROUP

RIA

CRD#: 330356

COLUMBIA, MD

Past

March 1, 2024 - July 14, 2025

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

Columbia, MD

Past

February 2, 2021 - March 8, 2024

KEENEY FINANCIAL GROUP INC.

RIA

CRD#: 281333

COLUMBIA, MD

Past

February 2, 2021 - January 9, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Columbia, MD

Past

January 19, 2010 - January 27, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

VIENNA, VA

Past

September 4, 2009 - January 27, 2021

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

VIENNA, VA

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".

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/30/2025)

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

IAR

Series 66

Date: 10/7/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2009

General Securities Representative Examination

Current Firm

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

Rhinebeck, NY

Mailing Address

Po Box 148, Rhinebeck, NY 12572

Phone number

(646) 438-6557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 202,080,515

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.

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Advisor Monitoring

Firm Stability Insights

Christina L. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Lynn White's CRS (Customer Relationship Summary).

Certified licenses

Experience

KILTER GROUP

BEACON POINTE ADVISORS, LLC

KEENEY FINANCIAL GROUP INC.

TRIAD ADVISORS LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

KILTER GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2009

Current Firm

KILTER GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTER GROUP

TRUST BUT VERIFY

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