Christine Garcia is a CFP-designated registered investment advisor at Summit Wealth Group, based in Portland, OR, with 11 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,117 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
Get directionsHistory
Regulatory History
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 →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
Summit Wealth Group
Financial Investment Team ("fit")
Previous Registrations
Peak Brokerage Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
More Advisors
- Rachel Gustafson, CFPSummit Wealth Group
- Travis Wesley, CFPSummit Wealth Group
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management
- Shaughn Scott, CFPScott Capital Advisors, LLC