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Christine Craig Heckman

Investment Adviser Representative at AEGIS WEALTH MANAGEMENT, LLC

Estero, FLCRD #2773014Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christine Craig Heckman has worked in the securities industry since 2016. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 9/4/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/20/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Flat Fee
Blended rate
0.01
Source

Aegis Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEARVIEW 401K ADVISORSCurrent
5/14/2026Estero, FL
AEGIS WEALTH MANAGEMENT, LLCCurrent
8/31/2016Clearwater, FL
DELTA CAPITAL MANAGEMENT, LLC
12/23/20193/18/2022Indian Rocks Beach, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AEGIS WEALTH MANAGEMENT, LLC

2 other advisors in the directory

View AEGIS WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christine Craig Heckman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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