CW
Christine M. White
IMAGINE MATH
Moorpark, CA
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CRD#: 7732711
CW
Professional summary
Christine Marie White is a registered financial advisor currently at IMAGINE MATH located in Moorpark, California.
Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christine has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Employed part-time as an Adjunct Faculty member in the California Lutheran University Mathematics Department.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Marie White'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
June 22, 2023 - Present
IMAGINE MATH
RIA
CRD#: 325433
Moorpark, 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(6/22/2023)
Current Firm
IM
IMAGINE MATH
IMAGINE MATH | IMAGINE MATH LLC
CRD#: 325433 / SEC#:
California
Registered Investment Advisory firm - (6/22/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4120 Sterlingview Dr, Moorpark, CA 93021
Mailing Address
Phone number
(303) 523-0893
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 2,815,134 |
Red Flags
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