CR
CR

Christine Reierson

12 Years of Experience
Fort Washington, PA
BrokerSells Insurance

Christine Reierson is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 12 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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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 ActivitiesSells Insurance

Christine is the sole member owner and agent of MCR Financial Services, LLC, selling life insurance and fixed annuities, taking nearly full-time. She also participates in the North Fayette Valley Community Coalition and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
Capital Analysts
June 2020 - Present · 5 yrs 11 mos
Lincoln Investment
July 2017 - Present · 8 yrs 10 mos
Lincoln InvestmentBroker
July 2013 - Present · 12 yrs 10 mos
State Registrations14 states
CACOFLIAILMDMNMONYOKSDTXVAWI
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.
Christine Reierson - Financial Advisor | TrueAdvisor