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Christine Twillmann

7 Years of Experience
Chatham, NJ
Broker

Christine Twillmann is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 7 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

19 Center St, Chatham, NJ, 07928

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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

Christine works as a personal bookkeeper for a physician and his wife, paying their personal bills. This activity, which is not investment-related, takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2021 - September 2022 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - September 2022 · 3 yrs 10 mos
State Registrations27 states
ALAZCACOCTDEFLGAILINMAMDMTNCNHNJNVNYOHPARISCTXUTVAVTWY
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.
Christine Twillmann - Financial Advisor | TrueAdvisor