Christina R Ammon

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/1993 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sun City, AZ
• 12/2018 → 07/2019
  Unemployed
  Sun City, AZ
• 08/2019 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 08/2019 → 07/2020
  Usaa Investment Services Company
  Phoenix, AZ
• 08/2019 → 07/2020
  Apex
  Phoenix, AZ
• 07/2020 → Present
  Charles Schwab & Co., Inc.
  Peoria, AZ

Previous Registrations

• 2019-09-12 → 2020-07-22
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  Colorado Springs, CO
• 2004-03-25 → 2018-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sun City, AZ
  Peoria, AZ

Other Businesses

1) Start Date = 06-22-83| Life/Health/Variable Annuity insurance license| Insurance Agent| Peoria, AZ| Hours/Month = Less than 20| I have been a licensed insurance agent since 1983. I have not conducted any sales in the past three decades approximately and am not affiliated with any insurance company. I want to keep my insurance licenses in tact though.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-16
• S63 Uniform Securities Agent State Law Examination
  1996-05-20

Other Names

• Christina Burgeson
• Christina Potter
• Christina Ruth Burgeson
• Christina Ruth Ammon
• Christina Ruth Burgeson-Potter
• Christina Ammon