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Tina L. Pagan

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CRD#: 6918126
TP

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.

Tina Lynn Pagan, CFP® was a registered financial professional .

Tina is a previously registered financial professional and started their career in finance in 2018. Tina had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

March 17, 2018 - June 13, 2022

BLANKINSHIP & FOSTER, LLC

RIA
CRD#: 104795
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".
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC

CRD#: 104795 / SEC#: 801-35218

RIA
Registered Investment Advisory firm - (7/1/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC

CRD#: 104795 / SEC#: 801-35218

RIA
Registered Investment Advisory firm - (7/1/1989 Approved)
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Contact information

Main Address
420 Stevens Avenue Suite 250, Solana Beach, CA 92075
Mailing Address
Phone number
(858) 755-5166
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (4 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

ADV PART 2A (8/27/2025)

Regulatory assets under management

Total Number of Accounts1,013
AUM (Assets Under Management)$ 862,154,763

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

BLANKINSHIP & FOSTER, LLC

BLANKINSHIP & FOSTER, LLC

CRD#: 104795

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