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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 Talbert is a financial advisor with Fisher Investments. Christopher is a Chartered Financial Analyst. Christopher has worked in the financial services industry since 2011 and has extensive experience in portfolio management. Christopher has worked for Foreside Fund Services, LLC, Teucrium Trading, LLC and Wellington Management Company. Christopher specializes in providing financial advice to high net worth individuals, corporations and other businesses. He also provides portfolio management services for pooled investment vehicles, investment companies and charitable organizations. Christopher holds Series 3, 7, 24, 30, 63 and 65 licenses. Christopher is registered with the state of Texas and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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2
TX
02/07/2020 - Present
Fisher Investments (PLANO TX)
VT
08/24/2012 - 04/03/2018
FORESIDE FUND SERVICES, LLC (BURLINGTON VT)
VT
06/10/2011 - 08/17/2012
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 09/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 02/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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