CV
CV

Christine Froman Valente

42 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

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Location

Vero Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christine works as an investment advisory representative and provides financial planning and consulting services through Latitude Advisors, LLC, dedicating nearly full-time hours to this role. She is also an independent fixed insurance agent, licensed in life, accident, health, and other insurance types, spending about 10-20% of her time on insurance sales and consulting.

Employment History
Current Registrations
Latitude Advisors, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Gwn Securities INC.Broker
March 2018 - August 2023 · 5 yrs 5 mos
J.W. Cole Financial, INC.Broker
March 2016 - December 2017 · 1 yr 9 mos
NFP Advisor Services, LLCBroker
September 2004 - March 2016 · 11 yrs 6 mos
First Investors CorporationBroker
August 1983 - September 2004 · 21 yrs 1 mo
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.