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Christopher Miles Werner is a registered Investment Advisor Representative with Westmount Partners, LLC in Los Angeles, CA. Christopher has been in the industry since April 2006. Christopher has a Series 65 license. Westmount Partners, LLC is a registered investment advisor with offices in Los Angeles, CA. The firm manages assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. Westmount Partners, LLC specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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CA
11/09/2011 - Present
Westmount Partners, LLC (LOS ANGELES CA)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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