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Christopher Earl Wasson

Kestra Advisory Services, LLC

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About Christopher Earl Wasson

Christopher Earl Wasson has been in the financial services industry since May 1996. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. Christopher is currently registered as an Investment Advisor Representative with Kestra Advisory Services, LLC. Christopher provides investment advisory services through Kestra Advisory Services, LLC. Christopher has previously been registered with Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated, and Robert W. Baird & Co. Incorporated.

Firm Information

Christopher Wasson is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Wasson’s Registration & Firm History

MD

04/20/2016 - Present

Kestra Advisory Services, LLC (BALTIMORE MD)

MO

12/01/2005 - 04/10/2014

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MD

06/13/1997 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

WI

02/27/1996 - 04/11/1997

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 06/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Earl Wasson.
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