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Christopher Kenyon Angel is an investment advisor representative with Fisher Investments in Plano, Texas. Christopher has been in the industry for over 20 years and holds both a Series 63 and Series 65 license. Christopher also has experience with Key Investment Services LLC, McDonald Investments Inc., and Waddell & Reed, Inc. Christopher specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Christopher has a track record of providing financial planning services and other advisory services to a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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
10/14/2010 - Present
Fisher Investments (PLANO TX)
WA
01/18/2006 - 02/25/2008
KEY INVESTMENT SERVICES LLC (VANCOUVER WA)
WA
08/20/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (VANCOUVER WA)
KS
11/13/2002 - 08/04/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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