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Christopher Harry Wiles is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Pittsburgh, PA. Christopher has been in the industry since 2009 and has licenses in Pennsylvania. Christopher has also been a board member of MT Lebanon Pension Investment Board since May 2021. Christopher is a Chartered Financial Analyst and has passed the Series 7, Series 63 and SIE exams. Christopher's experience includes working with high net worth individuals, pension and profit sharing plans, state or municipal government entities, and individuals other than high net worth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
05/05/2020 - Present
Cambridge Investment Research Advisors, Inc. (Pittsburgh PA)
PA
08/04/2017 - 01/22/2019
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
BC
Issued 06/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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