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CB

Christine Berwick

6 Years of Experience
Lafayette, LA
BrokerSells Insurance

Christine Berwick is a registered investment advisor, based in Lafayette, LA, with 6 years of industry experience.

Location

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508

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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 a referring financial advisor at Darnall Sikes Wealth Partners LLC and a CPA partner at Darnall, Sikes & Frederick CPAs, dedicating full-time hours to the CPA firm. She also works as an agent for Avantax Insurance Agency and/or Avantax Insurance Services, spending minimal time on insurance sales and service.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
March 2020 - September 2025 · 5 yrs 6 mos
Avantax Investment Services, INC.Broker
January 2020 - September 2025 · 5 yrs 8 mos
State Registrations1 state
LA
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.