Christina Faye Zins
Investment adviser representative at Summit Wealth Management Group, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- LPL Financial, LLCNov 2020 to now
- Summit Wealth Management Group, Inc.Nov 2020 to now
- LPL Financial LLCOct 2016 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Wealth Management Group, Inc.
$249.5MAssets managed
386Clients
4Advisers
9 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
- 6344132
- Firm CRD
- 170029