Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Prest is a financial advisor registered with the state of Tennessee. Christopher is a registered Investment Advisor Representative (IAR) and specializes in providing financial planning and investment advice to individuals, families, and businesses. Christopher has been in the industry since 2004 and holds Series 63, 65, and 7 licenses. Christopher is currently affiliated with Cypress Capital, LLC in Franklin, Tennessee. Cypress Capital, LLC offers a variety of financial services, including investment management, financial planning, and retirement planning. The firm's clients include individuals, families, and businesses. They are also registered with the SEC. Christopher and Cypress Capital, LLC offer a range of compensation arrangements including fixed fees, hourly charges, and a percentage of assets.
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.
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.
Serve as sub-adviser, provide model portfolios, consulting
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.
1
2
TN
06/27/2024 - Present
Cypress Capital, LLC (FRANKLIN TN)
TN
09/21/2004 - 12/31/2005
GREEN SQUARE SECURITIES, LLC (MEMPHIS TN)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Prest is the right advisor for you? Invested Better is here to help.
