Christina L. Suter

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

Pasadena, CA 91107

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CRD#: 7663843

Professional summary

Christina Louise Suter, who also goes by Christina L Smith, is a registered financial advisor currently at MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC located in Pasadena, California.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christina has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christina L Smith

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 Louise Suter'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®

None

Experience

Current

March 23, 2023 - Present

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

Office #1: 3579 East Foothill Blvd 320, Pasadena, CA 91107

RIA

CRD#: 323746

Pasadena, CA

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

California
(3/23/2023)

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 65

Date: 3/23/2023

Uniform Investment Adviser Law Examination

Current Firm

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

FREEDOM MAGNOLIA WEALTH MANAGEMENT | MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC | FREEDOM MAGNOLIA WEALTH MANAGEMENT, LLC

CRD#: 323746 / SEC#: 801-127153

RIA

Registered Investment Advisory firm - (11/1/2023 Terminated)

California

Registered Investment Advisory firm - (10/27/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3579 East Foothill Blvd 320, Pasadena, CA 91107

Mailing Address

Phone number

(310) 463-5942

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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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Christina L. Suter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Louise Suter's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2023

Current Firm

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

MAGNOLIA FREEDOM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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