Christina Mangino
Christina Mangino is a CFP-designated registered investment advisor at Purposeful Planning, based in Las Vegas, NV, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 32 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Purposeful Planning offers portfolio management services compensated by an annual percentage fee on the value of your account. The specific fee schedule is in the Investment Advisory Contract. Purposeful Planning may recommend using a third-party manager, in which case Purposeful Planning receives a portion of the manager's fee.
Location
5940 S. Rainbow Blvd., Las Vegas, NV, 89118
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christina is an agent for fixed insurance sales since 2005, dedicating about a quarter of her time, and also manages investment real estate through FRR LLC, taking a few hours per week. Additionally, she coaches families and is the executive director of a non-profit, each requiring minimal time.
Employment History
Current Registrations
Purposeful Planning
Previous Registrations
Securities America, INC.Broker
Surevest Wealth Management
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
New England Securities Corporation
New England SecuritiesBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Integrated Trading and Investments, INC.Broker
State Registrations1 state
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.