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CI

Christine D. Isip

CCO CAPITAL
Los Angeles, CA 90010
Some features on this profile are disabled
CRD#: 4914738
CI

Professional summary


Christine Dorothy Jane Isip, who also goes by Christine Dorothy Isip, Christine Isip, Christine Dorothy Jane Isip, is a registered financial professional currently at CCO CAPITAL, LLC located in Los Angeles, California.

Christine is registered as a RR (Registered Representative) and started their career in finance in 2005. Christine has worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Dorothy Isip | Christine Isip | Christine Dorothy Jane Isip

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Christine Dorothy Jane Isip's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 19, 2025 - Present

CCO CAPITAL, LLC

Office #1: 4700 Wilshire Boulevard, Los Angeles, CA 90010
BD
CRD#: 31147
Los Angeles, CA
Past

January 24, 2018 - January 29, 2025

ARES MANAGEMENT CAPITAL MARKETS LLC

BD
CRD#: 166219
LOS ANGELES, CA
Past

November 2, 2010 - February 19, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LOS ANGELES, CA
Past

November 1, 2010 - February 19, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LOS ANGELES, CA
Past

June 1, 2009 - November 12, 2010

MORGAN STANLEY

RIA
CRD#: 149777
LOS ANGELES, CA
Past

June 1, 2009 - November 12, 2010

MORGAN STANLEY

BD
CRD#: 149777
LOS ANGELES, CA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
LOS ANGELES, CA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
LOS ANGELES, CA
Past

June 16, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LOS ANGELES, CA
Past

June 16, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
LOS ANGELES, CA
Past

April 11, 2005 - May 30, 2006

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
LOS ANGELES, CA
Past

April 1, 2005 - May 30, 2006

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/5/2025)
RR
California
(2/19/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CCO CAPITAL, LLC
CCO CAPITAL, LLC | COLE CAPITAL CORPORATION

CRD#: 31147 / SEC#: , 8-45375

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Mailing Address
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Phone number
(602) 778-6312
Established
Delaware since 02/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CCO CAPITAL HOLDINGS, LLCOWNER
BECERRIL, CRYSTAL LFINOP7037197
BECERRIL, CRYSTAL LPRINCIPAL OPERATIONS OFFICER7037197
BECERRIL, CRYSTAL LPRINCIPAL FINANCIAL OFFICER7037197
DEMBO, JORDANSECRETARY7408267
SOMERS, AARON GEORGEDEPUTY CHIEF COMPLIANCE OFFICER3145910
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER4612910
VANDE KROL, EMILY LPRESIDENT5595099

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CCO CAPITAL, LLC

CRD#: 31147Los Angeles, CA 90010

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