CT
Christine P. Tenbarge
WESTMINSTER FINANCIAL ADVISORY CORP
Dayton, OH 45458
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CRD#: 724373
CT
Professional summary
Christine P Y Tenbarge, CFP®, who also goes by Christine Rebecca Peterson, Christine P Young, Christine Peterson Young, is a registered financial advisor currently at WESTMINSTER FINANCIAL ADVISORY CORP located in Dayton, Ohio and TUDOR FINANCIAL, INC. located in Dayton, Ohio.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Christine has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 5, Series 7, Series 27, Series 53, Series 12, Series 4 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Christine Rebecca Peterson | Christine P Young | Christine Peterson Young
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.
AGENT FOR WESTMINSTER FINANCIAL AGENCIES, INC. AND ASSOCIATED WITH WESTMINSTER FINANCIAL ADVISORY, INC. TUDOR FINANCIAL, FINANCIAL PLANNING AND ASSET MANAGEMENT FOR FEES. JACKSON NATIONAL, ISSUE INSURANCE, BANNER INSURANCE, PRUDENTIAL, METLIFE, INSURANCE SALES, COMMISSION.
CRS (Client Relationship Summary) - RIA
Click below to view Christine P Y Tenbarge'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: 1995
Experience
Current
January 9, 2003 - Present
WESTMINSTER FINANCIAL ADVISORY CORP
Office #1: 8111 Timberlodge Trail, Dayton, OH 45458RIA
CRD#: 110283
Dayton, OH
Current
August 11, 2004 - Present
TUDOR FINANCIAL, INC.
Office #1: 8111 Timberlodge Trail, Dayton, OH 45458-2103Office #2: 8111 Timberlodge Trail, Dayton, OH 45458-2103RIA
CRD#: 121495
Dayton, OH
Current
October 29, 1987 - Present
WESTMINSTER FINANCIAL SECURITIES, INC.
Office #1: 8111 Timberlodge Trail, Dayton, OH 45458BD
CRD#: 20677
Dayton, OH
Past
January 13, 1987 - October 16, 1987
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Past
February 14, 1986 - January 30, 1987
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Past
February 23, 1981 - April 7, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK
CRD#: 110283 / SEC#: 801-29690
RIA
Registered Investment Advisory firm - (6/15/1987 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.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
Alabama(3/9/1998)
RR
Arizona(1/19/1999)
RR
Arkansas(11/23/2020)
RR
California(6/4/1998)
RR
Connecticut(12/14/2023)
RR
Florida(11/30/1993)
IAR
Florida(5/22/2018)
RR
Georgia(4/15/2019)
RR
Illinois(4/10/1998)
RR
Indiana(4/25/2024)
RR
Kentucky(9/4/1996)
RR
Maryland(2/11/1998)
RR
Michigan(4/12/2017)
RR
Missouri(12/14/2023)
RR
New Jersey(1/29/2013)
RR
North Carolina(9/28/2012)
RR
Ohio(10/16/1987)
IAR
Ohio(1/22/2003)
RR
Oregon(12/19/2006)
RR
Pennsylvania(9/12/2025)
RR
South Carolina(4/4/2011)
RR
Tennessee(2/24/2025)
RR
Texas(11/13/2025)
RR
Utah(1/8/2019)
RR
West Virginia(11/27/2001)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/26/1981
Interest Rate Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 7/24/1981
NYSE Branch Manager ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK
CRD#: 110283 / SEC#: 801-29690
RIA
Registered Investment Advisory firm - (6/15/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Chestnut Street Suite A-400, Beavercreek, OH 45440
Mailing Address
Phone number
(937) 898-5010
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,255 |
| AUM (Assets Under Management) | $ 1,224,901,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2024 | ||
| 02/26/2024 | ||
| 12/09/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WESTMINSTER FINANCIAL ADVISORY CORP
CRD#: 110283Dayton, OH 45458TRUST BUT VERIFY
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Contact information
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