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Christine Boyce

Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Schwab Wealth Advisory, Inc.Jul 2022 to now
  2. Wells Fargo Clearing ServicesDec 2018 to Jul 2022
  3. Stifel Nicolaus & Co IncFeb 2017 to Oct 2018
  4. ScottradeFeb 2015 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (MO).

Schwab Wealth Advisory, Inc.

$0Assets managed
0Clients
1,680Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3040472
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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