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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 Travers is an investment advisor representative with Logan Capital Management, Inc. Christopher has been in the industry since 1990 and has been registered as an investment advisor representative since 2016. Christopher has been with Logan Capital Management since 2016, and has also previously worked at Quasar Distributors, LLC, Foreside Fund Services, LLC, and Deutsche Bank Securities Inc. Christopher's registration is currently active in the state of Pennsylvania. Christopher holds the Series 6, 7, 63, and 65 licenses. Christopher specializes in investment advisory services for individuals, businesses, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
PA
04/06/2016 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
PA
01/03/2017 - 08/16/2021
QUASAR DISTRIBUTORS, LLC (Newton Square PA)
NY
09/24/2014 - 08/14/2015
FORESIDE FUND SERVICES, LLC (New York NY)
NY
02/25/1993 - 09/20/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
TN
03/12/1990 - 01/26/1993
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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