CK
Christopher Kline
from Capstone Wealth Management Corp.
Christopher Kline is a financial advisor based in Florida, Lakeland,
with 29 years of experience. Christopher currently works for
Capstone Wealth Management Corp..
Christopher maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Christopher Kline works at Capstone Wealth Management Corp.
Capstone Wealth Management Corp. is a financial advisory firm based in Lakeland, Florida. It currently has approximately $120,899,249 of assets under management and employs about 5 people. Capstone Wealth Management Corp. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
5120 S. Lakeland Drive, Suite 1, Lakeland, Florida, 33813
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