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Christana Freerks

33 Years of Experience
Irvine, CA
Broker

Christana Freerks is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7700 Irvine Center Dr, Ste 520, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christana is a notary public in Irvine, CA, notarizing documents. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - October 2019 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - October 2019 · 10 yrs 9 mos
Morgan Stanley & CO. Incorporated
March 2008 - February 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
June 1998 - October 2002 · 4 yrs 4 mos
Prudential Securities IncorporatedBroker
September 1993 - October 1996 · 3 yrs 1 mo
Everen Securities, INC.Broker
September 1990 - September 1993 · 3 yrs
Bateman Eichler, Hill Richards, IncorporatedBroker
February 1990 - September 1990 · 7 mos
State Registrations16 states
AZCACOFLHIIAIDILINMTNVORSCTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.