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Christopher Dean Bingham

Sofi Wealth LLC

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About Christopher Dean Bingham

Christopher Bingham is a registered representative and investment advisor representative. Christopher has been in the financial industry since 2006. Christopher currently works for Sofi Wealth LLC. Previously Christopher was employed by TD Ameritrade, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Christopher has a Series 63, Series 66 and Series 7 license. Christopher specializes in retirement planning, college savings, insurance, investment advice and estate planning. Christopher has a strong track record of success in the financial industry and is committed to providing his clients with the highest level of service.

Firm Information

Christopher Bingham is currently registered with Sofi Wealth LLC. Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.
Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Christopher Bingham’s Registration & Firm History

UT

02/28/2019 - Present

Sofi Wealth LLC (Cottonwood Heights UT)

UT

03/30/2015 - 07/12/2017

TD AMERITRADE, INC. (DRAPER UT)

UT

01/03/2011 - 03/18/2015

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

02/29/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

UT

10/26/2006 - 02/27/2008

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 04/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Dean Bingham. Review regulatory record here.
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