Christine Loc
Christine Loc is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portage, MI, with 22 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
Firm Size
IM Fee
Assets Under Management
Location
2750 Old Centre Road, Suite 120, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christine is the President and owner of Loc Financial Planning Group, Inc., her S Corp DBA used for payroll, rent, and other business expenses related to her Raymond James associates. This takes about a quarter to half of Christine's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations23 states
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