Christina Lynn Garland

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2004 → 01/2021
  Horan Capital Management, Llc
  Hunt Valley, MD
• 01/2021 → 07/2024
  Connectus Wealth
  Hunt Valley, MD
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-01-10 → 2024-07-25
  Connectus Wealth
  Hunt Valley, MD
• 2019-06-27 → 2020-12-31
  Horan Capital Management,Llc
  Hunt Valley, MD
• 2000-11-01 → 2004-08-09
  Charles Schwab & Co., Inc.
  MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-27
• S66 Uniform Combined State Law Examination
  2000-09-26

Designations

• Certified Financial Planner

Other Names

• Christina Lynn Shifflett