Christine Loc, financial advisor Kalamazoo MI
93 score

Christine Loc

CRD Number: 2974485
Current Firm: Raymond James Financial Services Advisors, Inc.

Christine Loc (CRD# 2974485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalamazoo, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Kalamazoo, MI Sep 2014 - Current 2
Nichols Financial Advisors Kalamazoo, MI Jan 2011 - Current 5
Raymond James Financial Services, Inc. Kalamazoo, MI Sep 2003 - Current 13
Nichols & Nichols Financial Advisors Kalamazoo, MI Mar 2002 - Jan 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Christine A. Loc
Phone Number: 727-567-5877
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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