Christine
Garcia
Financial Investment Team ("Fit")
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About this Advisor
Christine Garcia is a financial advisor based in Portland, Oregon, working with Financial Investment Team ("Fit"). Christine has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Peak Brokerage Services, LLC, and Financial Investment Team, Inc. Christine has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Christine is part of Financial Investment Team ("Fit"), which operates out of Portland, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $159.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Financial Investment Team ("Fit") includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Investment Team ("Fit") Brokerage Details
$159,341,415
5
903
$176,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Christine Garcia Work History
Peak Brokerage Services, LLC
Financial Investment Team, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Christine Garcia 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 Financial Investment Team ("Fit")
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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