CC
CFP
CC
CFP

Christine Capps

18 Years of Experience
Ormond Beach, FL
Broker

Christine Capps is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ormond Beach, FL, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1200 W Granada Blvd, Unit 6B, Ormond Beach, FL, 32174

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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 has a 50% ownership stake in Integrative Wealth Management, LLC, dedicating full-time hours to this investment-related activity. She also has 100% ownership of Christine Capps LLC, but spends no time on it.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2008 - July 2023 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2023 · 15 yrs 6 mos
Securian Financial Services, INC.Broker
June 2007 - January 2008 · 7 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.