Christine
Heckman
Aegis Wealth Management, LLC
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About this Advisor
Christine Heckman is a financial advisor based in Maitland, Florida, working with Aegis Wealth Management, LLC. Christine has previously held positions at Aegis Wealth Management, LLC, Blue Harbor Retirement Plan Services, Blade Benefit Consulting, and Cpactuaries. Christine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Christine is part of Aegis Wealth Management, LLC, which operates out of Maitland, Florida. The firm has 4 employees and manages assets totaling $160.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Aegis Wealth Management, LLC includes fixed fees.
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Aegis Wealth Management, LLC Brokerage Details
$160,766,736
4
477
$337,037
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Christine Heckman Work History
Blue Harbor Retirement Plan Services
Aegis Wealth Management, LLC
Blade Benefit Consulting
Cpactuaries
Disclosures
Please visit the SEC profile of Christine Heckman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, LLC
Maitland, FL
Maitland, FL
Maitland, FL
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