Christina Lynn White
Investment adviser representative at Kilter Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$277.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Kilter GroupJul 2025 to now
- Beacon Pointe Advisors, LLCFeb 2024 to Jul 2025
- Beacon Pointe Insurance ServicesFeb 2024 to Jul 2025
- Keeney Financial Group Inc.Feb 2021 to Feb 2024
- Triad AdvisorsFeb 2021 to Jan 2024
- Voya Financial AdvisorsSep 2014 to Jan 2021
- Egan, Berger, & Weiner, LLCJun 2009 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kilter Group
Legal name: Kilter Group LLC
$277.4MAssets managed
413Clients
7Advisers
2 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
- 5678485
- Firm CRD
- 330356