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Christina Jean Baucom

OAK CITY CONSULTING, LLC·WAKE FOREST, North Carolina
Unclaimed Profile
214 E JONES AVE, WAKE FOREST, NC 27587CRD# 5647885Firm CRD# 162220
01

About

Christina Jean Baucom is a registered financial advisor based in WAKE FOREST, North Carolina, affiliated with OAK CITY CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OAK CITY CONSULTING, LLC
OAK CITY CONSULTING, LLC
AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OAK CITY CONSULTING, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: LICENSE FEE
Regulatory
SEC/IARD CRD# 5647885
Firm CRD# 162220
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christina Jean Baucom offer?
Christina Jean Baucom specializes in Investment Management, Wealth Management. Contact their office in WAKE FOREST, North Carolina for a consultation.
What are Christina Jean Baucom's credentials?
Christina Jean Baucom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Jean Baucom located?
Christina Jean Baucom is based in WAKE FOREST, North Carolina, working with OAK CITY CONSULTING, LLC. Their office serves clients in the WAKE FOREST metropolitan area and surrounding communities.
How does Christina Jean Baucom charge for services?
Christina Jean Baucom's firm is compensated through percentage of aum, other: license fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CITY CONSULTING, LLC?
OAK CITY CONSULTING, LLC has approximately 6 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAKE FOREST
Ross Phillip Roggensack — OAK CITY CONSULTING, LLCMelissa Clapp Smith — OAK CITY CONSULTING, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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