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Christine Satterfield

28 Years of Experience
Eagle, ID
1 DisclosureBroker

Christine Satterfield is a registered investment advisor at Raymond James & Associates, INC., based in Eagle, ID, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

729 Bridgeway Place, Eagle, ID, 83616

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History

Regulatory History (1)
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Customer Dispute
June 2009
Pending
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2008 - September 2021 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2008 - September 2021 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - December 2008 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - December 2008 · 11 yrs
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christine Satterfield - Financial Advisor | TrueAdvisor