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Christina Greak

26 Years of Experience
Hummels Wharf, PA
BrokerSells Insurance

Christina Greak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hummels Wharf, PA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1255 North Susquehanna Trail, Hummels Wharf, PA, 17831

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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 associate at Fulton Bank, an officer at Fulton Financial Advisors, and owns rental real estate. She also works as an agent for Specific Solutions selling life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
M&t Securities, INC.Broker
October 2000 - June 2015 · 14 yrs 8 mos
Keystone Brokerage, LLCBroker
November 1999 - October 2000 · 11 mos
State Registrations6 states
FLMDNCNYPAVT
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.
Christina Greak - Financial Advisor | TrueAdvisor