CW
CFP
CW
CFP

Christina Williams

9 Years of Experience
St. Louis, MO
Broker

Christina Williams is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103

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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 Activities

Christina has a 5% ownership stake with her spouse in TOC 2020, LLC, a family vacation home, dedicating minimal time. She also maintains a CPA license with the NC Board of Certified Public Accountants, requiring continuing education but no time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2009 - July 2014 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
March 2009 - July 2014 · 5 yrs 4 mos
State Registrations1 state
NC
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.