Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dame is a financial advisor with over 10 years of experience in the industry. Currently, Christopher is registered with Private Advisor Group, LLC. Christopher has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Christopher has experience working with both LPL FINANCIAL LLC and Royal Alliance Associates, Inc. in the past. Christopher has also worked as an insurance agent, a role that is separate from his advisory services. Christopher specializes in financial planning, portfolio management, and pension consulting. Christopher can provide investment advice through Private Advisor Group, LLC under the business names Plaza Wealth Management and Rockwell Private Clients Group.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
UT
05/04/2021 - Present
Private Advisor Group, LLC (St George UT)
UT
04/30/2021 - 04/13/2022
LPL FINANCIAL LLC (ST. GEORGE UT)
UT
11/02/2018 - 05/14/2021
ROYAL ALLIANCE ASSOCIATES, INC. (ST GEORGE UT)
UT
06/02/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST GEORGE UT)
UT
05/24/2016 - 06/06/2017
CUSO FINANCIAL SERVICES, L.P. (St George UT)
NM
06/28/2010 - 06/07/2016
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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