CW
CW

Christina Wilson

28 Years of Experience
Wichita, KS
1 DisclosureBroker

Christina Wilson is a registered investment advisor at Eagle Strategies LLC, based in Wichita, KS, with 28 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

3411 N. Webb Rd, Wichita, KS, 67226

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History

Regulatory History (1)
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Financial
April 2021
Final
Other Business Activities

Christina is a volunteer notary public, spending minimal time on this. She also works at Cabela's in retail, dedicating about half her time to stocking products and customer service.

Employment History
Current Registrations
Eagle Strategies LLC
August 2018 - Present · 7 yrs 9 mos
Nylife Securities LLCBroker
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
American Express Financial Advisors INC.Broker
September 2001 - October 2003 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
September 2001 - October 2003 · 2 yrs 1 mo
American Express Financial Advisors, INC.
December 1997 - October 2003 · 5 yrs 10 mos
American Express Financial Advisors INC.Broker
August 1995 - April 2000 · 4 yrs 8 mos
Ids Life Insurance CompanyBroker
August 1995 - April 2000 · 4 yrs 8 mos
State Registrations22 states
ARAZCACOFLILKSLAMNMONENJNMNVNYOKORPASCTXWAWY
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.