Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Holub Conlan is a registered investment advisor representative with True North Advisors, LLC. Christopher has over 10 years of experience in the financial services industry. Christopher has a strong background in investment management and financial planning. Christopher holds the Series 3, 7, and 66 licenses. Christopher also holds the Chartered Financial Analyst designation. Christopher is committed to providing clients with personalized financial advice and investment strategies. Christopher has been with True North Advisors, LLC since 2016. Before that, Christopher worked at Goldman Sachs & Co. in New York City.
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.
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.
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TX
11/06/2023 - Present
True North Advisors, LLC (DALLAS TX)
NY
09/21/2012 - 03/02/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/14/2005 - 08/22/2005
REYNDERS, GRAY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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