Christa Dianne Bass
Investment adviser representative at Alongside, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$878.6MFirm 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
Experience
13 years in the industry.
- Alongside, LLCApr 2026 to now
- Alongside, LLC dba Cottonwood CapitalApr 2026 to now
- Cottonwood Capital AdvisorsJun 2021 to now
- Commonwealth Financial NetworkMar 2021 to Mar 2023
- UnemployedNov 2020 to Mar 2021
- JPMorgan Chase Bank NANov 2018 to Oct 2020
- JPMorgan Securities LLCNov 2018 to Oct 2020
- J.P. Morgan Securities LLCNov 2013 to Oct 2018
- JPMorgan Chase Bank NANov 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alongside, LLC
$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn 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
- 6269088
- Firm CRD
- 333587