Christine Pickering is a registered investment advisor at Penny Lane Wealth Management, LLC, based in Tacoma, WA, with 4 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 40 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$18.9M
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Location
1804 W. Union Ave., Suite 202, Tacoma, WA, 98405
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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.
Learn about disclosures →Employment History
Current Registrations
Penny Lane Wealth Management, LLC
March 2022 - Present · 4 yrs 1 mo
State Registrations1 state
WA
Advisor
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.