Christine Heckman is a registered investment advisor at Clearview 401k Advisors, based in Estero, FL, with 10 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Estero, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christine is the owner of Blue Harbor Retirement Plan Services, which provides employee benefit administration, payroll, record keeping, and electronic communication. She spends full-time hours on this activity, with a significant portion during trading hours.
Employment History
Current Registrations
Clearview 401k Advisors
Previous Registrations
Delta Capital Management, LLC
Aegis Wealth Management, LLC
State Registrations1 state
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
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