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Christopher Mathew Wescott

Edward Haro Financial, LLC

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About Christopher Mathew Wescott

Christopher Mathew Wescott is a registered representative at Edward Haro Financial, LLC and has been in the industry since 2014. Christopher has successfully passed the Uniform Combined State Law Examination. Christopher's firm specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals.

Firm Information

Christopher Wescott is currently registered with Edward Haro Financial, LLC. Edward Haro Financial, LLC is a Registered Investment Advisor with 1 licensed agent. They offer financial planning and portfolio management services for individuals and high-net-worth individuals. They manage approximately $12.08 million in regulatory assets for 109 clients.

$12.08M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wescott’s Registration & Firm History

CA

01/27/2025 - Present

Edward Haro Financial, LLC (TUSTIN CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Mathew Wescott.
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