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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 Lee Warber is a financial advisor with Regal Investment Advisors LLC. Christopher has been in the financial services industry since 2003 and is currently registered as an Investment Advisor Representative (IAR) in Texas and Wisconsin. Christopher has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. Christopher has worked with many firms including Edward Jones, First Allied Securities, Inc., and Warber Wealth Management, among others. Christopher has a strong commitment to providing his clients with personalized financial advice that is tailored to their specific needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Third party fees
1
2
WI
01/03/2023 - Present
Regal Investment Advisors LLC (GREEN BAY WI)
WI
08/03/2012 - 01/08/2018
FIRST ALLIED SECURITIES, INC. (GREEN BAY WI)
WI
12/09/2003 - 08/07/2012
EDWARD JONES (GREEN BAY WI)
IA
Issued 01/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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