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Christina Loucks

3 Years of Experience
Malaga, WA
Broker

Christina Loucks is a registered investment advisor, based in Malaga, WA, with 3 years of industry experience.

Location

Malaga, WA

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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 Activities

Christina works as a Wealth Management Assistant for CNC Financial Group, LLC, providing wealth management services, dedicating about half her time. She also works as a Wealth Management Assistant for Cordell, Neher & Company, PLLC, providing tax-related services, dedicating about 10-20% of her time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2023 - September 2025 · 2 yrs 3 mos
Avantax Investment Services, INC.Broker
February 2023 - September 2025 · 2 yrs 7 mos
State Registrations1 state
WA
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.
Christina Loucks - Financial Advisor | TrueAdvisor