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Christopher J Compton

Stonegate Investment Group, LLC

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About Christopher J Compton

Christopher J. Compton is an investment advisor representative at Stonegate Investment Group, LLC, which is based in Birmingham, AL. Christopher has been in the industry since 2004, and has experience with several firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. Christopher has a strong focus on investment advisory services, portfolio management, and financial planning.

Firm Information

Christopher Compton is currently registered with Stonegate Investment Group, LLC. Stonegate Investment Group, LLC is an investment advisor headquartered in Birmingham, Alabama, with a team of 11 investment advisor representatives. They offer financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $4.65 billion in assets for clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, individuals other than high-net-worth, and pooled investment vehicles.
Stonegate Investment Group, LLC

2005 STONEGATE TRAIL

BIRMINGHAM, AL 35242

$4.65B

Assets Under Management

2

Total Clients

10

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 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 Compton’s Registration & Firm History

AL

07/09/2021 - Present

Stonegate Investment Group, LLC (BIRMINGHAM AL)

AL

09/14/2007 - 07/20/2021

UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)

PA

05/27/2004 - 09/25/2007

CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 06/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher J Compton.
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