Christine Balfour (CRD# 4175727) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 22 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Portland, ME | May 2022 - Current | 1 |
| Steward Partners Global Advisory, LLC | Portland, ME | Jan 2019 - Current | 4 |
| Steward Partners Investment Advisory, LLC | Portland, ME | Jan 2019 - Current | 4 |
| Raymond James Financial Serivces. Inc. | Portland, ME | Jan 2019 - May 2022 | 3 |
| Poa For Mother | Durham, ME | Jan 2019 - Feb 2019 | < 1 |
| Wells Fargo Clearing Services, LLC | Portland, ME | Nov 2016 - Jan 2019 | 2 |
| Wells Fargo Advisors LLC | Portland, ME | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- ME
- TX
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Total Assets Under Management12,169MILLIONS
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Total Number of Accounts27,637ACCOUNTS
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Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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