Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brent Harless is a Registered Representative and Investment Advisor Representative with World Investment Advisors, LLC. Christopher has been in the industry since July 2007 and holds licenses in Texas and Oklahoma. Christopher has a diverse background in financial services, having worked with a variety of firms, including Pensionmark Securities, LLC, CapFinancial Securities, LLC, and Purshe Kaplan Sterling Investments. Christopher's experience and expertise allow him to provide a wide range of financial services to individuals, businesses, and institutions. Christopher specializes in portfolio management, financial planning, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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CA
08/24/2018 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
09/08/2017 - 01/30/2018
PENSIONMARK SECURITIES, LLC (SANTA BARBARA CA)
NC
08/07/2015 - 12/31/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
AR
11/04/2009 - 08/11/2015
PURSHE KAPLAN STERLING INVESTMENTS (ROGERS AR)
BC
Issued 12/07/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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