CB
CB

Christina Lynn Bush

31 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K
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Location

29122 Rancho Viejo Road, Suite 108, San Juan Capistrano, CA, 92672

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History

Regulatory History (2)
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Employment Separation After Allegations
December 2009
Customer Dispute
April 2001
Settled
Other Business ActivitiesSells Insurance

Christina is an independent insurance agent for various companies since 2010 and spends minimal time on this. She also works as a wildlife photographer, educator, and founder of a wildlife preservation, spending minimal time on each, and is an advisor's rep of a registered investment advisor, also spending minimal time on this.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 5 yrs 11 mos
Cooper Mcmanus
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
January 2014 - March 2020 · 6 yrs 2 mos
Securities America Advisors, INC.
September 2012 - January 2014 · 1 yr 4 mos
Securities America, INC.Broker
September 2012 - January 2014 · 1 yr 4 mos
Financial West Group
November 2011 - September 2012 · 10 mos
Financial West GroupBroker
November 2011 - September 2012 · 10 mos
Torrey Pines Securities, INC.
February 2010 - November 2011 · 1 yr 9 mos
Torrey Pines Securities, INC.Broker
February 2010 - November 2011 · 1 yr 9 mos
Wells Fargo Investments, LLC
May 2001 - December 2009 · 8 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2001 - December 2009 · 8 yrs 7 mos
Wells Fargo Securities INC.Broker
September 1994 - May 2001 · 6 yrs 8 mos
State Registrations21 states
AKAZCAFLGAIDMDMIMNMTNCNENMNVNYOKORTNTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.