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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher James Rachfal is a financial advisor with Corient, a firm that provides financial planning, investment management, and other advisory services to a wide range of clients. Christopher Rachfal has been in the industry since 2014, and has a Series 65 license. He has a history of working with clients in Pennsylvania, Texas and Florida. Christopher Rachfal is also a Chartered Financial Analyst (CFA). Corient has been in business for over 20 years and has offices in Miami and Dallas. The firm manages over $118 billion in assets and serves clients such as individuals, families, high-net-worth individuals, trusts, foundations, businesses, corporations, insurance companies, pension funds, and charitable organizations.
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.
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.
% of assets under advisement
1
2
TX
11/18/2022 - Present
Corient (DALLAS TX)
IA
Issued 05/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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