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Christine Y. Bowe

EMPIRICAL WEALTH MANAGEMENT
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 5181837
CB

Professional summary


Christine Young Bowe, who also goes by Christine Y Bowe, Yang Bowe, Yang Liu, is a registered financial advisor currently at EMPIRICAL WEALTH MANAGEMENT located in Irvine, California.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christine has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christine Y Bowe | Yang Bowe | Yang Liu

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.
CHRISTINE BOWE; 12/01/2015; YES INV RELATED; BROKER ; HELP CLIENTS BUY AND SELL THEIR REAL ETATE PROPERTIES; 10 HRS/MO; THIS WILL BE A PART TIME BUSINESS ACTIVITY. EMPIRICAL REAL ESTATE SERVICES: 08/2023; MANAGING BROKER; WILL REVIEW REAL ESTATE HOLDINGS OF CLIENTS AND ALSO MANAGE PROPERTY LISTINGS FOR PURCHASE AND SALE. APPROX 120 HRS/MO WILL BE DEVOTED TO THIS BUSINESS DURING BUSINESS HOURS. WORLD FINANCIAL GROUP: 04/2013; INDEPENDENT CONTRACTOR; AGENT WHO PROVIDES LIFE INSURANCE TO CLIENTS. 1 HR/MO.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine Young Bowe'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, 2024 - Present

EMPIRICAL WEALTH MANAGEMENT

Office #1: 2955 Main Street Suite 208, Irvine, CA 92614
RIA
CRD#: 152622
IRVINE, CA
Past

September 29, 2014 - September 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
TUSTIN, CA
Past

September 16, 2014 - September 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
TUSTIN, CA
Past

October 31, 2006 - May 2, 2007

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
ORANGE, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EMPIRICAL WEALTH MANAGEMENT
EMPIRICAL FINANCIAL SERVICES, LLC | EMPIRICAL WEALTH MANAGEMENT

CRD#: 152622 / SEC#: 801-72168

RIA
Registered Investment Advisory firm - (2/23/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/23/2011 Terminated)
California
Registered Investment Advisory firm - (2/25/2011 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2011 Terminated)
Washington
Registered Investment Advisory firm - (2/23/2011 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/19/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EW
EMPIRICAL WEALTH MANAGEMENT
EMPIRICAL FINANCIAL SERVICES, LLC | EMPIRICAL WEALTH MANAGEMENT

CRD#: 152622 / SEC#: 801-72168

RIA
Registered Investment Advisory firm - (2/23/2011 Approved)
Arizona
Registered Investment Advisory firm - (2/23/2011 Terminated)
California
Registered Investment Advisory firm - (2/25/2011 Terminated)
Texas
Registered Investment Advisory firm - (2/23/2011 Terminated)
Washington
Registered Investment Advisory firm - (2/23/2011 Terminated)
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Contact information


Main Address
1420 5th Ave Suite 3150, Seattle, WA 98101
Mailing Address
Phone number
(206) 923-3474
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (40 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (11/7/2025)

Regulatory assets under management


Total Number of Accounts8,402
AUM (Assets Under Management)$ 6,701,226,120

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


EMPIRICAL WEALTH MANAGEMENT

CRD#: 152622Irvine, CA 92614

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