CB
CB

Christine Balfour

25 Years of Experience
Portland, ME
Broker

Christine Balfour is a registered investment advisor, based in Portland, ME, with 25 years of industry experience.

Location

16 Middle Street, Suite 501B, Portland, ME, 04101

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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 provides support to financial advisors through Steward Partners Global Advisory LLC, Steward Partners Investment Advisory LLC, and GoodNylund Wealth Management of Steward Partners. These activities require minimal time commitment and are either not investment-related or support investment-related activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2019 - May 2022 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - January 2019 · 11 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2019 · 11 yrs
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
March 2007 - January 2008 · 10 mos
Wachovia Securities, LLCBroker
February 2001 - March 2007 · 6 yrs 1 mo
Advest, INC.Broker
December 2000 - March 2001 · 3 mos
State Registrations29 states
ALAZCACOCTDCFLILINKYMAMDMEMINCNHNJNYORPARISCTNUTVAVTWAWIWY
AdvisorBrokerBoth

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