Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mattox is an investment advisor representative at Allworth Financial, LP, a firm registered with the SEC. Christopher has worked in the financial services industry since 2004. He is registered with the state of Texas. Christopher holds Series 7, 63, and 66 securities licenses. He also holds a bachelor’s degree from the University of Missouri - St. Louis. Christopher has experience providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. He is also a certified financial planner. Christopher’s goal is to help clients achieve their financial goals through a comprehensive and personalized approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
TX
01/19/2023 - Present
Allworth Financial, LP (Addison TX)
TX
05/17/2012 - 04/24/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/01/2005 - 07/08/2011
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
MO
09/14/2004 - 10/05/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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