Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carter is a financial advisor with Corient, a firm with a long history of providing investment management services. Christopher specializes in providing customized financial and investment advisory services to individuals, families, and institutions. Christopher is also a Chartered Financial Analyst (CFA) with more than 20 years of experience in the financial industry. Prior to joining Corient, Christopher worked at Avalon Advisors, LLC and Seix Investment Advisors. Christopher is registered with the state of Texas as an investment advisor representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/18/2023 - Present
Corient (Houston TX)
NA
06/11/1991 - 11/15/1991
F.N. WOLF & CO., INC.
BC
Issued 06/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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