Christina Crites
Advisor at &PARTNERS
Updated today
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.
About
Christina Crites is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with &PARTNERS and has previously worked at Wells Fargo Clearing and LPL Financial. Outside of her advisory role, she provides personal care support to a family member. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering portfolio management, financial planning, estate consulting, and retirement education. The firm combines technology platforms with proprietary and third-party strategies, providing both discretionary and non-discretionary management tailored to client needs.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
110 Washington Street, 2nd Floor
Cumberland, MD 21502
Most active in
Christina C has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
&PARTNERS
2024 - Present (2 years)
Wells Fargo Clearing
2022 - 2024 (2 years)
LPL Financial
2021 - 2022 (1 year)
Wells Fargo Clearing
2017 - 2021 (4 years)
Law Offices of Anderson Rudd Donahue & McKee
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Cady R
CFP®, Series 66
Cumberland, MD
&PARTNERS
Robin F
CFP®, Series 63, Series 65
Cumberland, MD
Prospera Financial Services, inc.
Millard N
Series 63, Series 65
La Vale, MD
Royal Fund Management, LLC
Brian K
CFP®, Series 63, Series 65
Cumberland, MD
&PARTNERS
Kristina D
CFP®, Series 66
Cumberland, MD
Prospera Financial Services, inc.
Barth F
Series 65
La Vale, MD
Royal Fund Management, LLC
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