Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Paine Spires has been an active financial professional since 1998 and is currently registered as an investment advisor representative with Perigon Wealth Management, LLC in California and Georgia. Previously, Christopher Paine Spires was a registered representative at SA Stone Wealth Management Inc. and Triad Advisors, Inc. in Georgia. Christopher Paine Spires is also a licensed insurance agent in Georgia. Christopher Paine Spires is a dedicated and experienced advisor working with a diverse clientele including individuals, high-net-worth individuals, charitable organizations, businesses, pension and profit sharing plans, and banking or thrift institutions.
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.
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.
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CA
12/07/2021 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
GA
06/21/2013 - 11/29/2021
SA STONE WEALTH MANAGEMENT INC. (ATLANTA GA)
GA
01/05/2010 - 07/22/2013
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
06/01/2009 - 01/11/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
06/25/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
MO
12/02/1998 - 07/10/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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