Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Matthew Boudreaux is an Investment Advisor Representative with Adero Partners, LLC based in Walnut Creek, CA. Christopher has been in the industry since August 2022 and holds a Series 65 license. Christopher has experience with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Adero Partners, LLC is a firm that provides financial planning, insurance solutions, cash management solutions, selection of other advisers, and portfolio management services for individuals. The firm manages approximately $4 billion in assets.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance solutions, cash management solutions
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.
Revenue sharing with our affiliate, focus risk solutions
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CA
08/24/2023 - Present
Adero Partners, LLC (WALNUT CREEK CA)
IA
Issued 08/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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