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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris McCrary is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC with over 30 years of experience in the financial services industry. Chris is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 24, Series 63 and Series 65 license. Chris is a Registered Principal at Wells Fargo Advisors Financial Network, LLC. Chris has a strong background in financial planning, portfolio management and investment consulting. Chris has helped clients in a wide range of financial needs, including retirement planning, college savings, estate planning and wealth management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/06/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LOS GATOS CA)
CA
09/07/2007 - 01/22/2013
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
CA
07/31/1993 - 09/18/2007
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
NY
12/07/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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