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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stephenson is an Investment Advisor Representative with DCA Family Office, LLC. Christopher has been in the industry since 2010 and holds a Series 65 license. Christopher has a background in real estate and investment management. He specializes in family office services and portfolio management for businesses. Christopher has a Bachelor's degree in Business Administration from the University of London.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Family office services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/14/2023 - Present
DCA Family Office, LLC (ROSEVILLE CA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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