CC
Christine Carlson
from Aegis Wealth Management, LLC
Christine Carlson is a financial advisor based in Florida, Maitland,
with 28 years of experience. Christine currently works for
Aegis Wealth Management, LLC.
Christine maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Christine Carlson works at Aegis Wealth Management, LLC
Aegis Wealth Management, LLC is a financial advisory firm based in Maitland, Florida. It currently has approximately $122,522,753 of assets under management and employs about 4 people. Aegis Wealth Management, LLC uses a fee structure of and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
and fixed fees
Office location
698 N. Maitland Avenue, Suite 102, Maitland, Florida, 32751
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