Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cummock is a registered investment advisor representative with Parallel Advisors, LLC. Christopher holds Series 63 and 65 licenses. Christopher also consults for early-stage startups in the Sausalito area as the founder and principal of Waterfall Prospectus Investors. Christopher has experience working with a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Christopher provides financial planning, portfolio management, and other advisory services. Christopher has been in the financial industry since 2012.
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.
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CA
12/06/2024 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
Active
Inactive
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