Christina Orta is a CFP-designated registered investment advisor, based in Westlake Village, CA, with 18 years of industry experience.
Location
4195 E Thousand Oaks Blvd, Suite 125, Westlake Village, CA, 91362
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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 is the owner/president of Lindsey and Lindsey Wealth Management and Ascent Wealth Management, and owner of CL Orta, Inc. She is also an insurance agent offering life insurance, accident & health insurance, and variable contracts products, dedicating about 10% of her time to this. Christina also serves as Treasurer and Board Member at Hillcrest Christian School, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America, INC.Broker
Walton Securities, INC.Broker
State Registrations24 states
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