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Christina Marie Simmonds

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
622 clients
Average Client Portfolio
$924K average
Assets Under Management
$574.7M

Fee Structure

Minimum Investment:$1M
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Location

Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220

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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 is involved in several investment-related activities through Hapanowicz & Associates Financial Services, Inc., including DBAs for LPL Business and registered investment advisor services. These activities take up a significant amount of Christina's time, with some roles requiring nearly full-time commitment and others about a quarter of her time.

Employment History
Current Registrations
Hapanowicz Financial
March 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.