Christa Varda is a registered investment advisor at Osaic Wealth, INC., based in Laguna Hills, CA, with 12 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Laguna Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christa owns rental property for personal use since 2021 and is a trustee/executor of The Varda Family Trust since 2020. She is also an officer of CV Financial Services, an S-corp created for tax filing purposes since 2017; none of these activities require any of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Valley Wealth Strategies, LLC
Valley Wealth Strategies
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations9 states
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