Unclaimed
Christopher Krell is a financial advisor who has been in the industry since November 1998. Christopher is a Senior Vice President at Cassaday & Company, Inc. Christopher is registered with the state of Virginia and has obtained several licenses and certifications, including the Series 7, Series 66 and SIE exams, as well as Certified Financial Planner. Christopher provides financial planning advice and manages diversified portfolios for individuals, families, and businesses. Christopher is also a member of the board of directors of the Cassaday & Co DAF.
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.
Credit and cash management solutions; insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with our affiliate, focus risk solutions.
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2
VA
01/05/2022 - Present
Cassaday & Company, Inc. (MCLEAN VA)
BOTH
Issued 10/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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