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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 Richey is a financial advisor with Silvercrest Asset Management Group LLC. Christopher has been in the industry since 1997. Christopher is registered with the state of California as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. Christopher specializes in providing financial advice to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities. Christopher is a Chartered Financial Analyst.
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.
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.
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CA
01/02/2020 - Present
Silvercrest Asset Management Group LLC (La Jolla CA)
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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