CG
CFP
CG
CFP

Christine Lam Garcia

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningSpecial Needs PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
531 clients
Average Client Portfolio
$351K average
Assets Under Management
$186.4M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.60%
$500K - $1.0M1.35%
$1M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224

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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 works as an investment advisor at Financial Investment Team, Inc. This is a full-time commitment, with a significant portion of her time spent during trading hours.

Employment History
Current Registrations
Financial Investment Team ("fit")
August 2021 - Present · 4 yrs 6 mos
Peak Brokerage Services, LLC
July 2021 - Present · 4 yrs 7 mos
Peak Brokerage Services, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - July 2021 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - July 2021 · 6 yrs
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.