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Christina Strand

7 Years of Experience
Corona, CA
Broker

Christina Strand is a registered investment advisor at Nationwide Securities, LLC, based in Corona, CA, with 7 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 Investment Management, Retirement Planning. Their firm serves 108 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
108 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K - $400K0.75%
$400K - $500K0.70%
$500K+0.65%

Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Corona, CA

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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
Nationwide Securities, LLCBroker
July 2022 - Present · 4 yrs 3 mos
Nationwide Securities, LLC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2021 - June 2022 · 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - June 2022 · 2 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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