Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Behan is an Investment Advisor Representative associated with RIA Advisors. Christopher works with clients to develop personalized investment strategies that are designed to meet their financial goals. Christopher has over 20 years of experience in the financial services industry, having held positions with Charles Schwab & Co., Inc., TD Ameritrade, Inc., and VALIC Financial Advisors, Inc. Christopher is a Registered Investment Advisor (IA) in Texas and holds Series 6, 7, 9, 10, 63, and 65 securities licenses. In addition, Christopher has a consulting business that helps individuals and teams work better together by utilizing the DISC model of Human Behavior.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
TX
01/14/2022 - Present
RIA Advisors (HOUSTON TX)
TX
03/31/2008 - 01/29/2021
CHARLES SCHWAB & CO., INC. (Houston TX)
TX
01/26/2007 - 02/28/2008
TD AMERITRADE, INC. (HOUSTON TX)
TX
10/23/2006 - 01/05/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
05/05/2004 - 12/16/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
03/01/2000 - 10/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
05/22/1998 - 02/16/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/22/1998 - 02/16/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
03/04/1997 - 05/18/1998
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 11/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Behan is the right advisor for you? Invested Better is here to help.
