AC
AC

Anna Christine

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

270 Bradenton Avenue, Dublin, OH, 43017

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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 ActivitiesSells Insurance

Anna is a licensed insurance agent through Golden Reserve, LLC, selling insurance and annuities, and spends full-time hours on this. She is also a partner and owner of AlerStallings, LLC, doing estate planning legal work and business management, which takes more than half of her time.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2023 - Present · 2 yrs 10 mos
State Registrations3 states
FLMIOH
Advisor
Exams
No exam information available for this advisor.
Anna Christine - Financial Advisor | TrueAdvisor