CW
CW

Christine Womack

29 Years of Experience
Pismo Beach, CA
BrokerSells Insurance

Christine Womack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pismo Beach, CA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1222 Price Street, Pismo Beach, CA, 93449

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine holds a political office with Los Osos CSD since 2018, dedicating a few hours per week. She is also an agent for non-variable insurance since 2005, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2001 - Present · 24 yrs 10 mos
Raymond James Financial Services, INC.
July 2001 - Present · 24 yrs 10 mos
Previous Registrations
Raymond James Financial Services
January 2003 - January 2009 · 6 yrs
Prudential Securities IncorporatedBroker
July 1998 - June 2001 · 2 yrs 11 mos
H.J. Meyers & CO., INC.Broker
May 1996 - August 1998 · 2 yrs 3 mos
State Registrations4 states
CANVORTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.