Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher De Lorimier is an investment advisor representative with O'Connor Wealth Management, Inc. Christopher has been in the industry since July 2008. Christopher is licensed in California as an investment advisor representative and offers financial planning, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
401(k) plan administrative services
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.
Percentage of assets under administration
1
2
CA
01/13/2014 - Present
O'Connor Wealth Management, Inc. (MONROVIA CA)
CA
01/23/2009 - 05/13/2009
SECURITIES AMERICA, INC. (PASADENA CA)
CA
07/04/2008 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (PASADENA CA)
IA
Issued 11/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher De lorimier is the right advisor for you? Invested Better is here to help.
