Christina Hake is a registered investment advisor at Smith Moore & CO., based in Jefferson City, MO, with 26 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Christina works as an insurance agent, providing insurance services and sales. This activity takes minimal time each month and is investment-related.
Employment History
Current Registrations
Smith, Moore & CO.Broker
Smith Moore & CO.
Previous Registrations
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
Alexander Labrunerie & CO., INC.
Labrunerie Financial Services, INC.Broker
Waddell & ReedBroker
Waddell & Reed
Edward JonesBroker
Edward Jones
Hancock Securities Group, LLCBroker
Hancock Investment Advisors, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Mercantile Investment Services, INC.Broker
State Registrations25 states
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.