TrueAdvisor
TrueAdvisor
CC
CC

Christine Marie Cruz

Hallett Advisors
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Hallett Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
290 clients
Average Client Portfolio
$501K average
Assets Under Management
$145.2M

Fee Structure

Financial Planning:Investment management only

Location

1220 Main Street, Suite 400, Vancouver, WA, 98660

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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
Hallett Advisors
November 2019 - Present · 6 yrs 3 mos
Sloy, Dahl & Holst, LLC
August 2018 - Present · 7 yrs 6 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.