Christina Lipari
Christina Lipari is a registered investment advisor at Edward Jones, based in Apache Junction, AZ, with 20 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
1075 S Idaho Rd Ste 106A, Apache Junction, AZ, 85119
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business Activities
Christina is a member of Lipari Coaching LLC, working as a life and health coach since March 2023. She dedicates minimal time to this activity, which includes conducting a podcast.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
American Family Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc One Securities CorporationBroker
Citicorp Investment ServicesBroker
State Registrations26 states
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.