Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Eagles'smith is a financial advisor who is registered with the state of California and Texas. Christopher is affiliated with Destination Wealth Management and has been in the industry since 2013. Christopher is a Certified Financial Planner and offers financial planning, pension consulting, and portfolio management for individuals. The firm has 32 Investment Adviser Representatives and manages over $3.7 Billion in assets. Destination Wealth Management specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
1
2
CA
10/30/2019 - Present
Destination Wealth Management (WALNUT CREEK CA)
IA
Issued 05/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christopher Eagles'smith is the right advisor for you? Invested Better is here to help.
