Christina Lee Amor

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → 02/2018
  Scottrade
  Greenville, SC
• 02/2018 → 09/2018
  Td Ameritrade, Inc.
  Greenville, SC
• 02/2018 → 09/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2018 → 12/2021
  Morgan Stanley
  Spartanburg, SC
• 12/2021 → Present
  Perigon Wealth Management, Llc
  Simpsonville, SC
• 10/2020 → 07/2021
  Shipt, Inc.
  Simpsonville, SC

Previous Registrations

• 2018-10-05 → 2021-12-17
  Morgan Stanley
  Spartanburg, SC
• 2018-02-27 → 2018-10-09
  Td Ameritrade, Inc.
  Greenville, SC
• 2018-02-26 → 2018-10-09
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Greenville, SC
• 2017-04-25 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-04-25

Other Names

• Christina Brown
• Christina Lee Brown
• Christina Lee Amor
• Christina Lee Brown