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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Waco | TX | 10/2014 | 01/2018 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | Present |
| Kingsview Asset Management | Grants Pass | OR | 01/2018 | Present |
1. Zane Calaway Christian is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Kingsview Asset Management always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Kingsview Asset Management in their capacity as a licensed insurance agent. 2. OBA Name: Christian Financial Planning, LLC Investment-related: Yes OBA Address: Waco,TX OBA Nature: LLC to receive Kingsview compensation OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 11/29/2018 Approximate OBA hours/month: 160 Approximate: OBA hours/months during business hours: 6 OBA Duties: LLC to receive Kingsview compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
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