Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Baum is an Investment Advisor Representative with Coastal Capital Advisors. Christopher has been in the securities industry since June 2012. Christopher is registered with the state of California as an Investment Advisor Representative and holds the Series 65 license. Christopher is a Chartered Financial Analyst (CFA).
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.
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
09/26/2024 - Present
Coastal Capital Advisors (IRVINE CA)
IA
Issued 02/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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