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Christina M Aldredge

Investment adviser representative at The Advisory Resource Group, LLC
18 yearsExperience
1 stateRegistered in
$926.6MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. M.S. Howells & Co.Dec 2017 to now
  2. The Advisory Resource Group, LLCDec 2017 to now
  3. Compass Pointe FinancialMay 2008 to now
  4. Sii InvestmentsFeb 2011 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (OK).

The Advisory Resource Group, LLC

$926.6MAssets managed
709Clients
8Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5536286
Firm CRD
290110
Advisor's SEC record (opens in a new tab)
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