Christine Walker Matthew

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 08/2019
  Fidelity Brokerage Services Llc
  Los Angeles, CA
• 07/2018 → 08/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 12/2019 → 11/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 08/2019 → 12/2019
  Unemployed
  Los Angeles, CA
• 11/2023 → Present
  Seia Llc
  Los Angeles, CA
• 11/2023 → Present
  Ses Llc
  Los Angeles, CA

Previous Registrations

• 2020-01-16 → 2023-12-22
  United Capital Financial Advisors
  Los Angeles, CA
  Los Angeles, CA
• 2018-07-13 → 2019-08-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-06-13 → 2018-07-13
  Strategic Advisers Llc
  Los Angeles, CA
• 2011-08-03 → 2013-04-26
  L & S Advisors, Inc
  Los Angeles, CA

Other Businesses

SEIA LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/6/2023 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/6/2023 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: Insurance sales and service consistent with financial planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-03
• S65 Uniform Investment Adviser Law Examination
  2011-08-01

Other Names

• Christine Lynn Walker
• Christine Lynn Walker