Chief Compliance Officer · Comprehensive Wealth Management
Christina A Ybarra
CRD 4939136 · Named on Form ADV at one SEC-registered adviser
At a glance
Comprehensive Wealth Management, an SEC-registered wealth manager based in Lynnwood, WA with $338 million in regulatory assets, lists Christina A Ybarra on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Comprehensive Wealth ManagementChief Compliance OfficerWealth manager · Lynnwood, WA · $338M in regulatory assets
AtlasMembers
Christina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian J. LockettVice President, Comprehensive Wealth Management
- Shilo M. LockettPresident, Comprehensive Wealth Management
- Morgan L. ArfordChief Investment Officer, Comprehensive Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.