CB
CB

Christine Young Bowe

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None
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Location

2955 Main Street, Suite 208, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine is a managing broker at Empirical Real Estate Services since 2023, reviewing client real estate holdings and managing property listings, dedicating nearly full-time hours to this. She also helps clients buy and sell real estate properties and is an independent contractor for World Financial Group providing life insurance to clients, dedicating minimal time to each.

Employment History
Current Registrations
Empirical Wealth Management
February 2024 - Present · 2 yrs
Previous Registrations
Transamerica Financial Advisors, INCBroker
September 2014 - September 2016 · 2 yrs
Transamerica Financial Advisors, INC.
September 2014 - September 2016 · 2 yrs
World Group Securities, INC.Broker
October 2006 - May 2007 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.