Invested Better
Unclaimed

Unclaimed

Unclaimed

Chris Alan Bettencourt

Bethesda Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chris? Claim Your Profile

About Chris Alan Bettencourt

Chris Bettencourt is a financial advisor with Bethesda Financial Advisors, LLC. Chris is a Certified Financial Planner™ and has been in the financial services industry for over 10 years. Chris is registered to provide investment advice in the District of Columbia, Maryland, Texas and Virginia. Chris is also a licensed loan officer with Bancstar Mortgage, LLC, and is licensed to sell life, annuity and health insurance. Chris is committed to helping clients achieve their financial goals.

Firm Information

Chris Bettencourt is currently registered with Bethesda Financial Advisors, LLC. Bethesda Financial Advisors, LLC is an investment advisor headquartered in Bethesda, MD. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. As of 2023, they manage over $55 million in assets.

$55.70M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chris Bettencourt’s Registration & Firm History

MD

03/17/2020 - Present

Bethesda Financial Advisors, LLC (BETHESDA MD)

Not sure if Chris Alan Bettencourt is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Alan Bettencourt.
Not sure if Chris Alan Bettencourt is right for you?