Christine Mcbroom
Christine Mcbroom is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Capitola, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
820 Bay Ave, Suite 101, Capitola, CA, 95010
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business Activities
Christine is the Financial Advisor, President, Owner, and Officer of Lanai Financial Solutions LLC. She also owns rental real estate and is a board member and president of Santa Cruz Montessori, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations16 states
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