Christine Ann Theroux

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 01/2017
  Unemployed
  Raynam, MA
• 03/2017 → 07/2018
  Mml Investor Services.INc.
  Wellesley, MA
• 01/2017 → 07/2018
  Kurt Lovell & Richard Harwood Agents Of Ma Mutual
  Wellesley, MA
• 08/2018 → 07/2019
  Horance Mann Investors, Inc.
  Springfield, IL
• 08/2018 → 07/2019
  Horace Mann Companies
  Springfield, IL
• 07/2016 → 11/2016
  Massmutual
  Springfield, MA
• 11/2019 → Present
  Royal Alliance
  Wayland, MA
• 08/2019 → 10/2019
  Unemployed
  Raynham, MA

Other Businesses

BOSTON WEALTH MANAGEMENT POSITION: Director of Financial Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2020 ADDRESS: 286 Boston Post Rd, Wayland MA 01778, United States DESCRIPTION: Conduct all DC and DB work as a Plan Advisor. Lead the financial planning process which includes designing, analyzing, and presenting customized plans tailored to each client's facts and circumstances. Drive business development through client and plan participant outreach, professional networks and social media.Service existing P&C clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-18
• S63 Uniform Securities Agent State Law Examination
  1990-12-12

Designations

• Certified Financial Planner

Other Names

• Christine Ann Papa