Christina Aldredge
Advisor at The Advisory Resource Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Advisory Resource Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74137
Credentials
Series 63, Series 65
Industry experience
16 years
Christina Aldredge is a financial advisor with The Advisory Resource Group, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at The Advisory Resource Group and M.S. Howells since 2017, with prior experience at Sii Investments and Compass Pointe Financial. Outside of her advisory work, she is involved as a co-owner and property manager of a real estate entity and serves as a member and secretary of another local property maintenance organization. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services. The firm employs a team-based research process to construct portfolios primarily from mutual funds, ETFs, and individual securities, and manages approximately $809 million across about 712 client relationships.
Based on The Advisory Resource Group, LLC
Advisory Representatives may receive commissions from securities or insurance products; firm may reduce advisory fees proportionate to commissions earned.
Account minimum: $200,000
4625 E. 91 St Street
Tulsa, OK 74137
Oklahoma
M.S. Howells & Co.
2017 - Present (9 years)
The Advisory Resource Group, LLC
2017 - Present (9 years)
Sii Investments
2011 - 2017 (6 years)
Compass Pointe Financial
2008 - Present (18 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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