Christie Marie Whitney

Employer firm

Rebalance LLC CRD 158242

$1.93B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2016 → Present
  Rebalance Llc
  Palo Alto, CA
• 07/2016 → Present
  Rebalance Llc
  Palo Alto, CA

Previous Registrations

• 2012-12-12 → 2014-09-05
  Integrated Wealth Counsel, Llc
  Reno, NV
• 2003-04-15 → 2004-02-13
  Oppenheimer Asset Management
  New York, NY
• 2003-01-03 → 2003-04-15
  Oppenheimer & Co. Inc.
  San Francisco, CA
• 2002-06-06 → 2003-01-07
  Wells Fargo Investments, Llc
  San Francisco, CA
• 2002-12-10 → 2003-01-03
  Cibc World Markets Corp.
  San Francisco, CA

Other Businesses

Assist with bookkeeping for my husbands consulting business Portion of mgmt fee given in first year clients that I bring on open an account, exiting client referral or addition of funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-11
• S63 Uniform Securities Agent State Law Examination
  1999-07-31

Designations

• Certified Financial Planner

Other Names

• Christie Holmes
• Christie Marie Holmes
• Christie Marie Holmes