AC
Anna Christine
GOLDEN RESERVE RETIREMENT
Maumee, OH 43537
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CRD#: 7702573
AC
Professional summary
Anna Christine, who also goes by Anna Christine Ledford, Anna Christine Ledford-hines, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Maumee, Ohio.
Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Anna has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anna Christine Ledford | Anna Christine Ledford-Hines
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) Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 02/2023 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity. 2) Partner and owner of AlerStallings, LLC. Not investment related - at reported business location(s) - estate planning legal work - Start date 10/2020- Approximately 100 Hours/month devoted to other business - 10 Hour/month devoted to other business during securities trading hours - business management for the law firm.
CRS (Client Relationship Summary) - RIA
Click below to view Anna Christine'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®
NoneExperience
Current
April 13, 2023 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 1925 Indian Wood Circle, Maumee, OH 43537RIA
CRD#: 283588
Maumee, OH
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".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 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.Highlighted states indicate IAR registrations
IAR
Florida(4/29/2025)
IAR
Michigan(10/7/2024)
IAR
Ohio(4/13/2023)
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
