CB
CB

Christine Baim

27 Years of Experience
Chandler, AZ
Broker

Christine Baim is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chandler, AZ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

2555-2595 W Chandler Blvd, Global Human Resources- the Academy, Chandler, AZ, 85224

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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 Activities

Christine is a part owner of rental property with her husband since 2010, dedicating minimal time annually as her husband manages it. She also has an investment account with her husband since 2018, requiring minimal time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - Present · 14 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - Present · 14 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - Present · 14 yrs 6 mos
Previous Registrations
Chase Investment Services CORP.Broker
July 2005 - March 2011 · 5 yrs 8 mos
Chase Investment Services CORP.
July 2005 - March 2011 · 5 yrs 8 mos
Banc One Securities Corporation
April 2005 - July 2005 · 3 mos
Banc One Securities CorporationBroker
October 1999 - July 2005 · 5 yrs 9 mos
American Express Financial Advisors INC.Broker
June 1998 - October 1999 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
May 1998 - October 1999 · 1 yr 5 mos
Terra Securities CorporationBroker
January 1998 - June 1998 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.