Christina F. Zins
SUMMIT WEALTH MANAGEMENT GROUP
Camarillo, CA 93012
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CRD#: 6344132
Professional summary
Christina Faye Zins, CFP®, who also goes by Christina Zins, is a registered financial advisor currently at SUMMIT WEALTH MANAGEMENT GROUP, INC. located in Camarillo, California and LPL FINANCIAL LLC located in Camarillo, California.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Christina has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Christina Zins
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.
1. 11/11/2020 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 01/09/2024 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/01/2021 - 160 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Summit Wealth Management Group, Inc., an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 09/10/2025 - Real Estate Rental - San Diego, CA - Inv Rel - Start date: 09/15/2025 - 2hrs/mnth 0hrs during trading
CRS (Client Relationship Summary) - RIA
Click below to view Christina Faye Zins'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®
CFP®
Start date: 2020
Experience
Current
November 4, 2020 - Present
SUMMIT WEALTH MANAGEMENT GROUP, INC.
Office #1: 400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012RIA
CRD#: 170029
Camarillo, CA
Current
August 11, 2016 - Present
LPL FINANCIAL LLC
Office #1: 400 Camarillo Ranch Rd #202, Camarillo, CA 93012RIA
BD
CRD#: 6413
CAMARILLO, CA
Past
February 7, 2024 - November 29, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
December 15, 2017 - November 11, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, 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".
SW
SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029 / SEC#: 801-110950
RIA
Registered Investment Advisory firm - (8/4/2017 Approved)California
Registered Investment Advisory firm - (1/12/2018 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/11/2024)
RR
Arizona(1/23/2023)
RR
California(12/15/2017)
IAR
California(11/4/2020)
RR
Colorado(7/1/2024)
RR
Florida(7/1/2024)
RR
Georgia(7/1/2024)
RR
Idaho(2/5/2025)
RR
Illinois(7/1/2024)
RR
Indiana(12/19/2024)
RR
Montana(7/1/2024)
RR
Nevada(7/1/2024)
RR
North Carolina(7/1/2024)
RR
Oregon(2/14/2024)
RR
Texas(5/13/2021)
RR
Utah(7/1/2024)
RR
Washington(5/13/2021)
RR
Wisconsin(1/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029 / SEC#: 801-110950
RIA
Registered Investment Advisory firm - (8/4/2017 Approved)California
Registered Investment Advisory firm - (1/12/2018 Terminated)Texas
Registered Investment Advisory firm - (12/13/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012
Mailing Address
Phone number
(805) 384-1186
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 226,022,233 |
Red Flags
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Company Information
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD#: 170029Camarillo, CA 93012TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
