Christine Stafford Brand

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 07/2002 → 09/2025
  Avantax Investment Services, Inc.
  Corona, CA
• 02/2008 → 09/2025
  Avantax Advisory Services
  Corona, CA
• 01/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Corona, CA
• 10/2023 → Present
  Brand Financial Services
  Corona, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corona, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-02-09 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Corona, CA
  Corona, CA

Other Businesses

1) Christine S. Brand~370 W Grand Blvd Ste 106~Corona~CA~92882~Tax Preparation/Accounting~Owner/Sole Proprietor~5/1/2007~10hrs~5hrs~Tax 2) SOCAL WEALTH ADVISORS POSITION: Corporate Officer NATURE: Compensation for advice and financial product sales. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2023 ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: Manage client relationships 3) BRAND FINANCIAL SERVICES POSITION: owner NATURE: Tax and Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2023 ADDRESS: 250 E Rincon St Ste 104, Corona CA 92879, United States DESCRIPTION: Financial Services through Avantax Tax Preparation 4) Christine S Brand Finance & Tax Consulting; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 0; 04/01/2007; 370 W Grand Blvd Ste 106 Corona CA 92882; Tax Preparation 5) Tax Preparation/Accounting; ; Tax Preparation/Accounting; NIR; 5; 05/01/2007; 370 W Grand Blvd Ste 106 CA 92882; Tax

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-30
• S63 Uniform Securities Agent State Law Examination
  1999-09-11

Other Names

• Christine Tamie Stafford