CR
CR
Christine Robertson
23 Years of Experience
Boise, ID
Broker
Christine Robertson is a registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 23 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
Boise, ID
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2016 · 7 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2016 · 7 yrs 2 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2002 - April 2007 · 4 yrs 8 mos
State Registrations1 state
ID
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.