CG
CFA
CG
CFA

Christina Gwynn

6 Years of Experience
Philadelphia, PA
Broker

Christina Gwynn is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Philadelphia, PA, with 6 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 N 18th St 22nd Fl, [L2-Rbo], Philadelphia, PA, 19103

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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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Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
PNC Investments
December 2008 - February 2011 · 2 yrs 2 mos
PNC InvestmentsBroker
December 2008 - February 2011 · 2 yrs 2 mos
Cuso Financial Services, L.P.
September 2005 - December 2008 · 3 yrs 3 mos
Cuso Financial Services, L.P.Broker
July 2005 - December 2008 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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