Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stauffer is a financial advisor registered with Captrust. Christopher has been in the financial industry since 2010. Christopher is licensed to offer advisory services in North Carolina and is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Prior to joining Captrust, Christopher was employed by Valley Forge Asset Management, LLC and Financial Telesis Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
05/31/2018 - Present
Captrust (RALEIGH NC)
DE
11/20/2012 - 12/08/2015
VALLEY FORGE ASSET MANAGEMENT, LLC (WILMINGTON DE)
PA
01/10/2012 - 08/10/2012
FINANCIAL TELESIS INC (LANCASTER PA)
PA
05/03/2010 - 02/07/2012
SUMMIT BROKERAGE SERVICES, INC. (LANCASTER PA)
IA
Issued 09/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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