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Christopher Dale Metscher

Sunbelt Securities, Inc.

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About Christopher Dale Metscher

Christopher Metscher is a financial advisor who has been in the industry since 1999. Christopher has a diverse background, having worked with various firms, including New England Securities, Securities America, Inc. and Evolve Securities, Inc. Christopher is currently registered with Sunbelt Securities, Inc. and has an active advisory scope in multiple states.

Firm Information

Christopher Metscher is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Metscher’s Registration & Firm History

TX

01/05/2022 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

CO

04/01/2009 - 12/31/2010

EVOLVE SECURITIES, INC. (DENVER CO)

CO

12/10/2004 - 04/16/2009

SECURITIES AMERICA, INC. (DENVER CO)

NY

06/02/1999 - 12/15/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/21/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Dale Metscher.
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