CE
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Christine Engel

20 Years of Experience
Williamsport, PA
Broker

Christine Engel is a registered investment advisor at Raymond James & Associates, INC., based in Williamsport, PA, with 20 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

1000 Commerce Park Drive, Suite 402, Williamsport, PA, 17701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christine is listed on the deed/loan for Mountie Holdings LLC, a rental real estate business, but her spouse handles all operations. She spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.
March 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - March 2017 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - March 2017 · 11 yrs 9 mos
State Registrations1 state
PA
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.