Christy J. Latraille
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.
Christy Jo Latraille, CFP®, who also goes by Christina Jo Latraille, was a registered financial professional .
Christy is a previously registered financial professional and started their career in finance in 2017. Christy had worked at 1 firm .
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 24, 2021 - August 29, 2023
CRYSTAL CLEAR WEALTH MANAGEMENT LLC
February 12, 2018 - December 31, 2020
CRYSTAL CLEAR WEALTH MANAGEMENT LLC
May 18, 2017 - December 31, 2017
CRYSTAL CLEAR WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CRYSTAL CLEAR WEALTH MANAGEMENT LLC
CRD#: 287490 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 1,600,000 |
Red Flags
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