Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris R. Albertson is an investment advisor representative registered with the state of Texas. Chris has worked in the financial industry since 2010. Chris is currently registered with Arkadios Wealth Advisors, located in Fort Worth, Texas. Prior to that, Chris was registered with LPL Financial LLC, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, MML Investors Services, Inc., and Chase Investment Services Corp. Chris holds Series 6, 7, 63, and 65 licenses. Chris specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/22/2024 - Present
Arkadios Wealth Advisors (FORT WORTH TX)
TX
08/05/2016 - 08/01/2024
LPL FINANCIAL LLC (FT. WORTH TX)
TX
05/16/2013 - 08/08/2016
BBVA SECURITIES INC. (FORT WORTH TX)
TX
05/20/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BENBROOK TX)
TX
08/12/2010 - 11/08/2010
MML INVESTORS SERVICES, INC. (LUBBOCK TX)
TX
08/31/2009 - 07/14/2010
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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