Christine Renee Mcbroom

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2016 → Present
  Raymond James Financial Services Inc.
  Capitola, CA
• 05/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Capitola, CA
• 09/2013 → 01/2017
  City Of Capitola
  Capitola, CA

Previous Registrations

• 2013-03-13 → 2016-06-20
  First Allied Advisory Services, Inc.
  San Diego, CA
  Capitola, CA
• 2008-09-02 → 2013-03-01
  Edward Jones
  St Louis, MO
  Capitola, CA

Other Businesses

(1)Name of Business: Lanai Financial Solutions LLC Address: 1066 41st Ave Ste A101, Capitola, CA, 95010, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/10/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, President and Owner and Officer (2)Name of Business: Lanai Wealth Partners Address: 820 Bay Ave Ste 101, Capitola, CA, 95010-2134, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Branch Manager (3)Name of Business: Santa Cruz Montessori Address: 6230 Soquel Dr, Aptos, CA, 95003, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board, Officer - President, Executive Member, Other Investment Related: Yes Start Date: 09/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discussing and reviewing financial status of the school\n\nOther: Board President. Should I mark chairman of the board?

Exams

• S66 Uniform Combined State Law Examination
  2008-08-28

Other Names

• Christine Buechting
• Christine Renee Buechting
• Christine R Mcbroom