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Christina Hake

Smith Moore & CO.
26 Years of Experience
Jefferson City, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christina Hake is a registered investment advisor at Smith Moore & CO., based in Jefferson City, MO, with 26 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,142 clients with $2.4B in assets under management.

Smith Moore & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,142 clients
Average Client Portfolio
$573K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual fees generally range between 0.5% and 3.0% of managed assets and are negotiable based on account size, investment types, portfolio complexity, and related family accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109

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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 ActivitiesSells Insurance

Christina works as an insurance agent, providing insurance services and sales. This activity takes minimal time each month and is investment-related.

Employment History
Current Registrations
Smith, Moore & CO.Broker
December 2018 - Present · 7 yrs 10 mos
Smith Moore & CO.
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Saxony Securities, INC.Broker
June 2015 - December 2018 · 3 yrs 6 mos
Saxony Capital Management, LLC
June 2015 - December 2018 · 3 yrs 6 mos
Alexander Labrunerie & CO., INC.
February 2015 - July 2015 · 5 mos
Labrunerie Financial Services, INC.Broker
February 2015 - June 2015 · 4 mos
Waddell & ReedBroker
January 2012 - February 2015 · 3 yrs 1 mo
Waddell & Reed
January 2012 - February 2015 · 3 yrs 1 mo
Edward JonesBroker
July 2007 - January 2012 · 4 yrs 6 mos
Edward Jones
July 2007 - January 2012 · 4 yrs 6 mos
Hancock Securities Group, LLCBroker
March 2006 - July 2007 · 1 yr 4 mos
Hancock Investment Advisors, LLC
March 2006 - July 2007 · 1 yr 4 mos
Linsco/private Ledger CORP.
June 2004 - March 2006 · 1 yr 9 mos
Linsco/private Ledger CORP.Broker
June 2004 - March 2006 · 1 yr 9 mos
Citigroup Global Markets INC.
April 2001 - January 2004 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
March 2001 - January 2004 · 2 yrs 10 mos
Mercantile Investment Services, INC.Broker
August 1993 - May 1995 · 1 yr 9 mos
State Registrations25 states
ALARCACOFLGAHIIAILKSLAMDMIMOMSNCNENVNYOKSDTNTXVAWI
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.
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