Christine Carlson (CRD# 2773014) is an Investment Advisor Representative working at Aegis Wealth Management, LLC in Maitland, FL and has over 27 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Harbor Retirement Plan Services | Indian Rocks Beach, FL | Oct 2017 - Current | 6 |
Aegis Wealth Management, LLC | Clearwater, FL | Aug 2016 - Current | 7 |
Blade Benefit Consulting | Palm Harbor, FL | Apr 2015 - Dec 2017 | 2 |
Cpactuaries | Safety Harbor, FL | Sep 2005 - Mar 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1996 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- FL
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$337,037
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL
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